Use the Security & Controls page in Admin Center to control permissions for global notifications and requests, group memberships, form permi...
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.
As a System Admin, you have the ability to control specific features that apply to all users within your plan....
As a System Admin, you can manage user profile visibility 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 me...
This article applies only to plans using the Legacy Collaborator Model. If you're unsure about your model type, learn how to determine the...
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...
Deactivation is recommended to stop your internal users from signing into Smartsheet....
IdP-managed access requires domain-level SAML SSO already set up....
As a System Admin, you can configure the safe sharing policy in your governance controls to manage how users work in Smartsheet.
A System Admin can download a seat type report (User Subscription Model) or user type report (Legacy Collaborator Model) at any time from
This feature is only available in version 25.4 of the Smartsheet 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....
There are two Smartsheet apps in Okta....
Require work accounts with SSO and Require MFA enhance security for external sharing by requiring your external collaborators to sign in
You must also hold Admin permissions in Okta to complete the configuration....
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.
By default, Smartsheet uses encryption to safeguard your data and help you maintain control over it
Azure Active Directory
Leverage Azure Active Directory (Azure AD) to provision, deprovision, and manage user profiles in your Smartsheet plan.
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
You can back up Smartsheet data to local files and restore Smartsheet items from those files.
Backups include sheet data, comments, and attachments. They keep your data secure.
You can schedule weekly recurring backups for sheet data in workspaces where you hold Admin or Owner permissions.
Request a snapshot when you need a recent backup copy of an action on a sheet from a specific point in time.
To request a sheet or one-time workspace backup, you need Viewer permissions or higher....
You can create one-time backups for sheet, folder, and workspace data as frequently as once every 24 hours.
Permissions define how each user works with Smartsheet. Learn more about permission-based user types, Admin access types, and more.
In the Admin Center, System Admins can set the default color settings and logo branding for everyone in the plan....
Signing in and out of Smartsheet: direct, SSO, third-parties, and enterprise methods.
Understanding Smartsheet's system requirements: browser compatibility, file size limits, and advanced features
As a System Admin, understanding seat types is key to managing access, minimizing costs, and confidently navigating reconciliation periods....
In the User Subscription Model, users can be added to your plan provisionally—meaning they have full access to Smartsheet, but aren't yet paid Members...
In the User Subscription Model, Smartsheet gives users provisional access when they're shared to a core item and then take a qualified action....
If your Smartsheet plan is moving to the User Subscription Model, this article will help you prepare....
There are two main places in the Admin Center for managing users: ToolWhen to use itSeat types and true-up pageUse during reconciliation to revi...
A comprehensive overview of User Subscriptions Models in Smartsheet.
If you're an unpaid user on your company's plan, you have limited access to Smartsheet's full capabilities....
In addition to the default roles, the Okta integration supports Smartsheet Premium Connectors, which are 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...
Learn how to connect with support for Smartsheet, Brandfolder by Smartsheet, Smartsheet Gov, and billing.
Free plans are a legacy capability with limited functionality. Two sheets Two editors or viewers per planGrid, Gantt, Calendar, Card ViewD...
Troubleshoot and diagnose issues.
Home recommends sheets, reports, dashboards, workspaces, and WorkApps based on your Smartsheet activity....
You can use a different browser or update to a supported version.
Your email provider's configuration and anti-spam practices could improperly mark emails sent from Smartsheet as spam or block them altogether....
When troubleshooting complex issues, support often requires more information than a screenshot or a problem description.
When you attempt to access Smartsheet from certain locations, you may receive the following message: You are attempting to access Smartsheet from a pr...
We communicate about new or improved features of our products once they’re live....
Some support options are available to all Smartsheet users, and others are part of specific plan types and offerings....
Get practical one-on-one coaching sessions with a Smartsheet expert. (English only)
Learn some tips for using Smartsheet on your Mac.
This article lists a few reasons the trial e-mail confirmation message doesn’t always make it through and offers some things you can do to get your tr...
Admin Center
The Admin Center homepage displays a summary of your plan and users....
With User Merge, you can update email addresses in bulk or merge two user accounts into one.
In the Admin Center, System Admins can add and edit users individually or in bulk, generate reports, and more.
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...
This article is only for the Legacy Collaborator Model....
Customers are able to specify custom subdomains without the need to use smartsheetmail or smartsheet.customdomain.com, e.g....
A Smartsheet Advance Platinum subscription or Advanced Work Management plus Safeguard is required to enable Governance Controls....
Set up an allow list to ensure that others can share Smartsheet items only with people with a company email address.
User Auto Provisioning (UAP) automates the process of adding users to an Enterprise account in Smartsheet.
Removing a user permanently removes them from your plan and revokes their access to shared Smartsheet items....
You can see the last six months of users' login history. To view login history: Sign in to Admin Center. Select the Menu icon in the top-left corner....
Require work accounts with SSO enhances security for external sharing by requiring your external collaborators to sign-in with single sig
Require Multi-Factor Authentication (MFA) enhances security for external sharing by requiring external collaborators to sign in with an a
The Exempt list (also referred to as the Trusted Domain list) allows System Admins to specify domains and individual email addresses that
The seat type report is a downloadable CSV file available to Smartsheet System Admins....
The Security & Controls page in Admin Center allows you to manage the publishing of reports, sheets, dashboards, and calendars, includ...
The Security & Controls page in Admin Center allows you to manage attachment sources, image usage, web content widgets, and chat integration...
The Security & Controls page in Admin Center allows you to configure access and notification permissions....
Check out Overview: User deactivation and reactivation for more information around the effects of deactivating and reactivating users in your Smartshe...
The User Management page in Admin Center is where you can add, edit, and manage users within your Smartsheet plan....
The User Management page in Admin Center is where you can add, edit, and manage users within your Smartsheet plan....
The Security Score card on the Admin Center homepage helps System Admins ass
For enhanced security, only System Admins on your Smartsheet plan can update users' primary email addresses....
System Admins of Enterprise plans where the domain is activated and validated can view, create, edit, and delete IdP role-based groups for validated a...
As a System Admin of an Enterprise plan, you can activate the System Admin fallback login option for specific domains.
As a System Admin of an Enterprise plan, you can enforce specific domain-level login methods for your validated and activated domains.
Integrating role-based access management with an IdP allows for automatic updates to permissions when roles change within your company....
By default, all forms are anonymous and available to anyone with a link to them....
Admin Center allows you to configure and manage authentication options for users in your organization at the plan or domain level....
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....
The Domain management page is where a System Admin can register,
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
On the Manage plans screen, select Configure user movement policy. If this is the first time you've set up a policy, you'll see a pre-filled tem...
Use Enterprise Plan Manager (EPM) to set security and governance policies for all plans across your organization’s validated domains.&nbs
Centralizing control with Enterprise Plan Manager
If you no longer want to use a custom email domain for Smartsheet notifications or you want to change that domain, you must first remove
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....
Learn how to replace your IdP certificates so you can prevent service interruptions.
You need an IT Administrator to set up SAML for SSO with Smartsheet....
To reduce security risks, configure Security Assertion Markup Language (SAML) so that when users sign out of Smartsheet, they also sign o
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. For example, you can have three different plans/user list...
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)....
A Google SSO failure that results in a 403 error typically indicates that the application you're trying to access is not properly configu
SAML SSO error: opensaml::BindingException at (https://sso.smartsheet.com/Shibboleth.sso/SAML/POST) Request missing SAMLResponse or TARGET form parame...
The ERR_CONNECTION_CLOSED error indicates that the connection between your browser and the web server has been unexpectedly closed.
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...