System Admin

System Admin

Configure the application and manage accounts for others.

Replace a licensed user when all licenses are allocated

This article applies only to plans using the Legacy Collaborator Model. Not sure which model your plan uses?...

Configure governance controls for an Enterprise plan

The Safe Sharing policy allows you to create an approved list of users and domains that assets can be shared with....

Consolidate two accounts

If you're on a Pro or Business plan, you can merge two (or more) plans into one.

Manage global account settings

Select Account (in the lower-left corner of the Smartsheet window) > Admin Center. Under Settings, select the item you want to update....

Control personal profile details for users

Empowering sysadmins to manage user profile visibility in Smartsheet.

Automatically add users 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

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 to us...

Remove, deactivate, or reactivate users

This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model....

View login history

Access the Admin Center by entering your Smartsheet credentials at https://admin.smartsheet.com/Select the Menu icon at the top-left corner and go to ...

Grant or decline a license request for your plan

This article applies only to plans using the Legacy Collaborator Model. Not sure which model your plan uses?...

Event Reporting: Monitor how your organization uses data

A few examples of how you can benefit from Event Reporting: Enforce your organization’s data usage policies and minimize data loss by retrieving an au...

Troubleshooting: Email-based TOTP

Sometimes, TOTP emails may mistakenly get flagged as spam. Always check your spam or junk folder besides your main inbox....

Email-based TOTP overview

We plan to remove the ability for users to log in to Smartsheet through the password-based login method later this year....

Configure single sign-out (SLO) for Smartsheet and your IdP

To limit security risks, you can configure SAML so when your users log out of Smartsheet, they also log out of your SAML IdP at the same

Sync Okta Groups to Smartsheet

Use group push in Okta to simplify group management in Smartsheet....

Domain management

The domain management page is where a SysAdmin has the ability to add, validate, and activate your domain in Smartsheet and to enable pol

FAQ: Some unlicensed users can buy a plan after their trial expires

Explore frequently asked questions about trial periods and plan purchases for unlicensed users in Smartsheet, including insights on user

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

With Customer Managed Encryption Keys (CMEK), you can add an additional layer of encryption to your Smartsheet data contained in cells and columns of ...

Azure Active Directory

Manage Smartsheet users through Azure Active Directory

System Admins and an IT Administrator can set up Active Directory with Smartsheet....

Configure Azure for domain-level SAML single sign-on to Smartsheet

You must be a System Admin on Smartsheet and Azure to configure Azure for domain-level SAML single sign-on to Smartsheet. Log in to Azure AD....

Configure Azure for plan-level OIDC or SAML with Smartsheet

In both configurations, Azure controls your Azure's authentication settings....

Account Management

Advanced Okta setup for Premium connectors and additional supported Smartsheet roles

In addition to the default roles, the Okta integration supports Smartsheet Premium Connectors listed below....

Configure Smartsheet roles for Okta groups

Smartsheet supports unlicensed users so you can provision Smartsheet users without any roles as well....

Use Okta SCIM with Smartsheet

With the Smartsheet - Okta SCIM Integration, you can manage your user roles and access based on updates made in your Okta active directory environment...

Free plan details

First, enroll in a 30-day trial. When your trial is complete, you can upgrade or continue using Smartsheet on a Free plan....

Admin Center

Admin Center overview

The Admin Center homepage displays a summary of your plan and users....

Admin Center: Set security controls for your account

Access the controls from the Settings menu in Admin Center. Define who can receive notifications and join groups in your organization....

Admin Center: Combine accounts with User Merge

You can use User Merge for the following scenarios: Merge two user accounts in your plan belonging to the same person....

Admin Center: Add, edit, or deactivate users

Log in to Admin CenterTo access User Management, log in to Admin Center then select User Management from the menu in the upper left corner....

Admin Center: Manage users, define roles, and more

Add and edit users individually or in bulk.

Admin Center: Manage Smartsheet contact groups

In the lower left corner, select your account icon and then select Group Management....

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

For more information on all the paid collaborators that have accessed at least one app in the current or prior months, you can download a report of pa...

Set up a custom email domain

Customers are able to specify custom subdomains without the need to use smartsheetmail or smartsheet.customdomain.com, e.g....

Configure a data retention policy

Use the Governance Data Policy Control to set your data retention policy, governing what data to keep and what data to purge....

Smartsheet Advance documentation

Understand Smartsheet Advance tiers and Connected Users

Governance policies for external collaborators

What's an external collaborator?...

Configure access token expiration time

System Admins can activate this feature in the Admin Center....

Sheet access and published items reports

To support large-scale deployments of these reports, Smartsheet is planning to introduce resource and subject API links rather than linking to the ass...

Admin Center: Plan Insights

Plan Insights allows System Admins to see account metrics and usage data.

Create a sheet access report

Log in to Admin Center. Select the Menu icon to expand the left sidebar and then select User Management. Select More Actions > Sheet Access....

Transfer Owner permissions

You can transfer Owner permissions of sheets, reports, dashboards, and workspaces.

Configure a data egress policy

Customizing restrictions and exceptions for varied user groups

Set a user movement policy for use with Enterprise Plan Manager (SAML only)

If you have set up SAML as your authentication method in the main plan, you can define policies to assign users to the appropriate managed plan automa...

Set up and configure Enterprise Plan Manager

Use Enterprise Plan Manager (EPM) to set security and governance policies for all plans across your organization’s validated domains....

Enterprise Plan Manager overview

Centralizing control with Enterprise Plan Manager

Remove a custom email domain

Log into Admin Center. Go to Branding & Personalization. On the Custom email domain tile, select Edit....

SAML and Single Sign-on

Configure SAML for plan-level single sign-on to Smartsheet

System Admins with an IT Administrator can set up SAML for SSO with Smartsheet....

SAML assertion: Supported claims examples in Smartsheet

For successful sign in authentication, both the Persistent ID and Email Address claims need to be passed to Smartsheet....

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 FAQs

To learn more about the steps to set up and maintain SAML, see SAML and SSO for Smartsheet - Overview....

SAML: Replace an expired IdP certificate

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

Identify issues in a SAML assertion

Use the instructions in this article to identify potential issues in your SAML assertion. You will first need to capture your assertion....

SAML troubleshooting: Capture an assertion

During a SAML sign-in, the browser, the service provider (SP, also known as Smartsheet), and the identity provider (IdP, this might be Okta, Azure, On...

IdP setups for multiple plans with the same domain

What's the best way to set up SAML and your identity provider (IdP)?...

Compare Azure AD work account SSO to SAML SSO with an Azure AD IdP

The following chart covers the differences between Microsoft Azure AD SSO or SAML SSO. Use it to decide which one you should configure....

Error: SAML authentication not supported

Plan account doesn't have SAML enabledUser isn't attached to the planOld login dataEmail attribute in SAML assertion does not match an existing Smarts...

Fatal Profile Exception Errors

FatalProfile Exception Errors are typically given during the authentication process (before it gets back to Smartsheet)....

Error: Google SSO failed 403

403 Error: app_not_enabled_for_userAfter setting up SAML with Google as the IdP, users may receive the following error message: Brandfolder Image...

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...

Login error: ERR_CONNECTION_CLOSED

Login error definition and status.

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....