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 ...

Manage Users in a Multi-User Plan

A System Admin can manage the users associated with their account....

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 Smartsheet Accounts

To consolidate paid accounts, any System Admin can invite another System Admin with an existing paid subscription to join their plan....

Manage Global Account Settings

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 ...

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 Account with User Auto Provisioning

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)

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...

How to Remove Someone from an Account

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 ...

View Login History

System Admins on multi-user accounts can use the Login History window on the Account Administration form to view which users listed in your account ha...

Manage Authentication Options for an Enterprise Plan (System Admin)

A Smartsheet System Admin 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....

Sharing, Permissions, and User Types

Account-Level User Types for Multi-User Plans

Your user type designates what you can and can't do with your Smartsheet account....

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...

Admin Center

Admin Center Overview

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

Admin Center: Manage and Use Smartsheet Contact Groups

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...

Admin Center: Add, Edit, and Delete Individual users with User Management

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....

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

If your organization uses the Security Assertion Markup Language (SAML) standard for login authentication, you can configure Smartsheet for signing in...

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....