This article applies only to plans using the Legacy Collaborator Model....
If you're on a Pro or Business plan, you can merge two (or more) plans into one.
In Admin Center, select the Menu icon at the upper left corner. Go to Settings and select the item you want to update....
As a System Admin, you can manage user profile visibility in Smartsheet.
User Auto Provisioning (UAP) automates the process of adding users to an Enterprise account in Smartsheet.
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...
This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model....
You can see the last six months of user's login history. To view the Log in history, you need to Log in to Admin Center....
This article applies only to plans using the Legacy Collaborator Model....
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...
As a System Admin, you can configure the safe sharing policy in your governance controls to manage how users work in Smartsheet.
Email-based TOTP is currently not supported on the mobile app. Sometimes, TOTP emails may mistakenly get flagged as spam....
We plan to remove the ability for users to log in to Smartsheet through the password-based login method later this year....
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
You must also hold Admin permissions in Okta to complete the configuration....
The domain management page is where a SysAdmin has the ability to add, validate, and activate your domain in Smartsheet and to enable pol
Explore frequently asked questions about trial periods and plan purchases for unlicensed users in Smartsheet, including insights on user
Smartsheet Authentication allows users to sign in to Resource Management (RM) with their Smartsheet credentials.
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
System Admins and an IT Administrator can set up Active Directory with Smartsheet....
The Azure configuration at the domain level allows you to implement a unified SAML single sign-on (SSO) for your domain across plans.
In both configurations, Azure controls your Azure's authentication settings....
Account Management
In addition to the default roles, the Okta integration supports Smartsheet Premium Connectors listed below....
Use Okta groups to assign Smartsheet roles to users.
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 plans are a legacy capability with limited functionality....
Admin Center
The Admin Center homepage displays a summary of your plan and users....
Use Security & Controls to control permissions for global notifications and requests, group memberships, form permissions, Account Discovery, offl...
With User Merge, you can update email addresses in bulk or merge two user accounts.
Log in to Admin CenterIn the Admin Center, select User Management (Legacy Collaborator Model) or User Roles and Reports (User Subscription Model)....
Add and edit users individually or in bulk.
Group Admins and System Admins have the ability to organize contacts into groups.
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...
Customers are able to specify custom subdomains without the need to use smartsheetmail or smartsheet.customdomain.com, e.g....
Use the Governance Data Policy Control to set your data retention policy, governing what data to keep and what data to purge....
Set up an allow list to ensure that others can share Smartsheet items only with people with a company email address.
By default, all forms are anonymous and available to anyone with a link to them....
All Smartsheet customers can log in using their email address and password or choose from a number of single-sign-on options....
What's an external collaborator?...
System Admins can activate this feature in the Admin Center....
There are two versions of the Sheet Access and Published Items reports. The version you receive depends on the amount of items in your plan....
Plan Insights allows System Admins to see account metrics and usage data.
You can transfer Owner permissions of sheets, reports, dashboards, and workspaces.
Customizing restrictions and exceptions for varied user groups
If you've set up SAML as your authentication method in the main plan, you can define policies to assign users to the appropriate managed plan automati...
Use Enterprise Plan Manager (EPM) to set security and governance policies for all plans across your organization’s validated domains....
Centralizing control with Enterprise Plan Manager
Log into Admin Center. Go to Branding & Personalization. On the Custom email domain tile, select Edit....
SAML and Single Sign-on
By using Security Assertion Markup Language (SAML) and single sign-on (SSO), you can apply your organization’s security settings to an En
System Admins with an IT Administrator can set up SAML for SSO with Smartsheet....
For successful sign in authentication, both the Persistent ID and Email Address claims need to be passed to Smartsheet....
As you set up SAML for your organization, you can use this as a resource if you have any configuration questions....
Find out more about the process for setting up and maintaining SAML....
When a security certificate is about to expire, your Smartsheet SAML configuration may become disabled....
Use the instructions in this article to identify potential issues in your SAML assertion.
During a SAML sign-in, the browser, the service provider (SP, also known as Smartsheet), and the identity provider (IdP, which could be Okta, Azure, O...
The default path for setting up SAML. Most organizations use this configuration....
The following chart covers the differences between Microsoft Azure AD SSO or SAML SSO. Use it to decide which one you should configure....
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...
FatalProfile Exception Errors are typically given during the authentication process (before it gets back to Smartsheet)....
403 Error: app_not_enabled_for_userAfter setting up SAML with Google as the IdP, users may receive the following error message:
Brandfolder Ima...
SAML SSO error: opensaml::BindingException at (https://sso.smartsheet.com/Shibboleth.sso/SAML/POST) Request missing SAMLResponse or TARGET form parame...
Login error definition and status.
The error states the following: "The IdP metadata URL you provided cannot be used because it is pointing at a server with an untrusted SSL certificate...