System Admin

System Admin

Replace a Licensed User When All Licenses are Allocated

If all of the licenses in your account are allocated, you’ll need to take a few extra steps to remove someone with a license and transfer their items ...

Configure Security Controls for an Enterprise Plan

A System Admin for an Enterprise plan can configure security controls to manage the way their users are working in Smartsheet....

Consolidate two accounts

Merge accounts for simpler management.

Manage global account settings

If you are a System Admin on a Business or Enterprise plan, you can use the Account Administration window to control certain features for all Smartshe...

Control Personal Profile Details for Others

If you are a System Admin, you can control the level of profile detail that’s shown to people in your organization versus what’s shown to people outsi...

Automatically add users to an Enterprise plan with User Auto-Provisioning (UAP)

User Auto Provisioning (UAP) automates the process of adding users to an Enterprise account in Smartsheet....

Create a Custom Welcome Message, Help Page, or Upgrade Screen (Enterprise Only)

There are multiple ways to create custom content to help your team get up to speed on using Smartsheet: A welcome screen that displays a message t...

Revoke access, deactivate, or remove a user from your account

You have three options to limit a user’s access to your account. Each option depends on the access you want the user to have....

View Login History

System Admins on Business or Enterprise accounts can use Admin Center to receive an Excel file with Login History via Email to view which users listed...

Manage authentication options for an Enterprise Plan (System Admin)

If you’re a Smartsheet System Admin (SysAdmin), you can manage how people in their account sign in to Smartsheet....

Grant or Decline a License Request for Your Account

Quickly administer licenses to multiple users from a single window in Smartsheet—granting your users the ability to create sheets, reports, and dashbo...

Event Reporting: Monitor How Data Is Used Across Your Organization

Access detailed logs of the past six months of actions that have taken place across your organization with Event Reporting....

Use Smartsheet authentication for Resource Management

Smartsheet Authentication allows users to sign in to Resource Management (RM) with their Smartsheet credentials....

Customer Managed Encryption Keys

By default, Smartsheet uses encryption to safeguard your data and help you maintain control over it....

Smartsheet Admin Guide: Downloadable eBook

Whether you are just getting started with Smartsheet administration or you want to become an expert in governance, compliance, and security, this guid...

Azure Active Directory

Manage Smartsheet Users Through Azure Active Directory

Leverage Azure Active Directory (Azure AD) to provision, deprovision, and manage the profile data of users in your Smartsheet account....

Azure Active Directory for Smartsheet FAQ

Azure AD has different sync times for provisioning depending on the sync configuration, number of users and groups, and sync type (initial or increme...

Configure Azure for OIDC or SAML with Smartsheet

You can use Azure for SSO with Smartsheet in two ways; both methods are effective....

Account Management

Free plan details: APAC region release

The free plan lets you quickly get started with task and project management. You must first enroll in a 30-day trial....

Admin Center

Admin Center Overview

Admin Center allows System Admins and Group Admins to administer and govern their Smartsheet account....

Admin Center: Manage Security & Controls

With Security & Controls, you can control permissions for global notifications and requests, group memberships, and account discovery....

Admin Center: Combine accounts with User Merge

With User Merge, you can update email addresses in bulk or merge two user accounts into one....

Admin Center: Add, edit, or delete users

User Management features in the Admin Center allow you to add, remove, and edit users individually or in bulk....

Admin Center: Bulk Actions and More with User Management

With User Management features in the Admin Center, you can add and edit users individually or in bulk....

Admin Center: Manage and use Smartsheet contact groups

Group Admins of a Business Plan or Enterprise Plan have access to Group Management in the Admin Center....

Admin Center: Download a report from the WorkApps Collaborator Pack Monthly Usage tile

With the WorkApps Collaborator Pack Monthly Usage tile, you can view the WorkApps collaborator usage, and download a report that displays the list of ...

Admin Center: Review connected users on your plan

With the Connected Users tile, you can see the number of unique authenticated users on your plan who have interacted with your Smartsheet assets over ...

Set up a custom email domain

With a custom email domain, you can customize your account for all users to use your organization’s subdomain instead of the default Smartsheet domain...

Configure a Data Retention Policy

A data retention policy controls how your organization saves data for compliance or regulatory reasons, as well as how it disposes of data once the da...

Create a sheet access report

A sheet access report shows you a comprehensive list of who has access to your sheets....

Use nondestructive transfer to change ownership of sheets, reports, or dashboards

Nondestructive ownership transfer (NDOT) allows you to transfer a workspace item to a user who isn’t an Admin in that workspace....

Configure a data egress policy

A data egress policy allows you to control how your organization restricts actions that enable data sharing outside your company....

Remove a custom email domain

If you no longer want to use a custom email domain or you want to change that domain, you must first remove the custom domain....

SAML and Single Sign-on

SAML and SSO for Smartsheet - Overview (Enterprise only)

With Security Assertion Markup Language (SAML) and single sign-on (SSO), you can extend your organization’s security preferences to an Enterprise-leve...

Set up SAML 2 for single sign-on to Smartsheet

You’ll need to do the following: Set up your organization’s Identity Provider (IdP) to communicate with Smartsheet....

SAML Assertion: Supported Claims Examples in Smartsheet

Use this article as a reference for supported claims and SAML assertion examples....

Frequently Asked Questions When Setting Up SAML

As you set up SAML for your organization, you can use this as a resource if you have any configuration questions....

SAML Frequently Asked Questions and Common Errors

Here are some answers to common questions people may have when setting up, maintaining, or logging in to Smartsheet with a SAML-based Single Sign-On (...

SAML: Replace/Renew an Expired IdP Certificate

When a security certificate is about to expire, your Smartsheet SAML configuration may become disabled....

Error: SAML authentication not supported

Org account doesn't have SAML enabled User is not attached to the org Old login data Email attribute in SAML assertion does not match an existing S...

Error: Google SSO failed 403

Google SSO failed 403 "Error: app_not_enabled_for_user After setting up SAML with Google as the IdP users receive the error message: Cause User...

SAML SSO error: opensaml::BindingException

SAML SSO error: opensaml::BindingException at (https://sso.smartsheet.com/Shibboleth.sso/SAML/POST) Request missing SAMLResponse or TARGET form parame...

Smartsheet SAML error: IdP metadata

Error states "The IdP metadata URL you provided cannot be used because it is pointing at a server with an untrusted SSL certificate....