Whether you are just getting started with Smartsheet administration or you want to become an expert in governance, compliance, and security, this guid...
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 ...
A System Admin can manage the users associated with their account....
A System Admin for an Enterprise plan can configure security controls to manage the way their users are working in Smartsheet....
Merge accounts for simpler management.
If you are a System Admin on a multi-user plan, you can use the Account Administration window to control certain features for all Smartsheet users in ...
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...
User Auto Provisioning (UAP) automates the process of adding users to an Enterprise account in Smartsheet....
If you are a System Admin of an Enterprise plan, you can create custom content to help users of your plan get up to speed:
A welcome screen that d...
A System Admin on a multi-user plan can remove anyone else from their account with the following steps:
Open the User Management form by clicking ...
System Admins on multi-user accounts can use Admin Center to receive an Excel file with Login History via Email to view which users listed in your acc...
A Smartsheet System Admin can manage how people in their account sign in to Smartsheet....
Quickly administer licenses to multiple users from a single window in Smartsheet—granting your users the ability to create sheets, reports, and dashbo...
Access detailed logs of the past six months of actions that have taken place across your organization with Event Reporting....
Azure Active Directory
Leverage Azure Active Directory (Azure AD) to provision, deprovision, and manage the profile data of users in your Smartsheet account....
Azure AD has different sync times for provisioning depending on the sync configuration,
number of users and groups, and sync type (initial or increme...
Admin Center
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...
With Security & Controls, you can control permissions for global notifications and requests, group memberships, and account discovery....
Admin Center allows System Admins and Group Admins to administer and govern their Smartsheet account....
With User Merge, you can update email addresses in bulk or merge two user accounts into one....
User Management features in the Admin Center allow you to add, remove, and edit users individually or in bulk....
With User Management features in the Admin Center, you can add and edit users individually or in bulk....
Group Management in the Admin Center enables a Group Admin to organize contacts into groups so that anyone using a multi-user Smartsheet plan can quic...
SAML and Single Sign-on
With Security Assertion Markup Language (SAML) and Single Sign-On (SSO), you can extend your organization’s security preferences to an Enterprise-leve...
If your organization uses the Security Assertion Markup Language (SAML) standard for login authentication, you can configure Smartsheet for signing in...
Use this article as a reference for supported claims and SAML assertion examples....
As you set up SAML for your organization, you can use this as a resource if you have any configuration questions....
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 (...
When a security certificate is about to expire, your Smartsheet SAML configuration may become disabled....