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

To get started, select Account > Admin Center and then select Security/Safe Sharing List on the left panel of the Account Administration window....

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 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 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 ...

Remove, delete, or deactivate users

Smartsheet recommends deactivation as the preferred means of removing a user from Smartsheet....

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...

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....

Sync Okta Groups to Smartsheet

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

Domain management

Access domain management Log in to Admin Center. On the right sidebar, select Settings > Domain Management....

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

If your plan has not enabled UAP, EPM, SSO/SAML, or DI, unlicensed users on your account can start a free trial and buy their own plan....

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....

Azure Active Directory

Manage Smartsheet users through Azure Active Directory

Contact your Smartsheet account representative to have this capability enabled for your organization’s 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

Advanced Okta setup for Premium connectors and additional supported Smartsheet roles

In addition to the default roles, the Okta integration supports additional Smartsheet Premium Connector....

Configure Smartsheet roles for Okta groups

Smartsheet supports Unlicensed users so you can provision Smartsheet users without any roles as well (more details below.) Any new unlicensed user ...

Configure Okta for the Smartsheet integration

In this step, you will configure Okta. You need admin permissions in Okta to complete this part of the configuration. Log into the Okta Admin page....

Prepare Smartsheet for the Okta/SCIM integration

Before you configure the integration, you must complete a few tasks in Smartsheet....

Use Okta SCIM with Smartsheet

The Smartsheet - Okta SCIM Integration enables consistent enforcement of your organization’s security and compliance policies by centrally managing us...

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 home page displays a summary of your account and users: remaining licenses, pending tasks, and account settings....

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

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

Admin Center: Add, edit, or deactivate users

Log in to Admin Center To 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

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

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...

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....

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....

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

As your organization grows, you might find that different departments have independently rolled out Smartsheet to manage their work....

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)

SAML and SSO Smartsheet configuration

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....

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

You may be trying to decide if you should configure Microsoft Azure AD SSO or SAML SSO. This chart covers the differences....

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...

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

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...

Login error: ERR_CONNECTION_CLOSED

The Smartsheet login screen (https://app.smartsheet.com) shows this error message: ERR_CONNECTION_CLOSED The issue could be related to proxy settin...

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....