Prepare Smartsheet for the Integration

APPLIES TO

  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

RELATED CAPABILITIES

Who can use this capability?

You must be a licensed system administrator in Smartsheet and Okta to configure the integration.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Prepare Smartsheet for the Okta/SCIM integration

APPLIES TO

  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

RELATED CAPABILITIES

Who can use this capability?

You must be a licensed system administrator in Smartsheet and Okta to configure the integration.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Before you configure the integration, you must complete a few tasks in Smartsheet.  View the setup process as a tutorial.

  1. Enable SCIM Support: You need to have SCIM provisioning for your account. Contact support to activate the feature.
  2. Validate your domain(s): Validate each domain used with Smartsheet-Okta. You must have at least one validated domain in Smartsheet. Only accounts with the primary email address on a validated domain are supported.   
  3. Generate the API token: This is required to configure automatic user provisioning with Okta. Copy and save the API Access token. You aren't able to retrieve it, and you need the key to configure Okta.
    If you don't want your users to sign up for Smartsheet through UAP, turn off the UAP setting.