System Admin

System Admin

Replace a licensed user when all licenses are allocated

To do so, use the following instructions....

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

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 t...

Grant or decline a license request for your account

Select your profile icon in the lower-left corner of the Smartsheet window. Select Account Admin > License Request Management....

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 ...

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

After a System Admin configures the feature, when a user logs out of Smartsheet, they are also logged out of your IdP....

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

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

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

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

Configure Azure for 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 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....

Configure Okta for the Smartsheet integration

Follow these steps to configure Okta. 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. View the setup process as a tutorial....

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 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

Custom email domains work for any user triggered emails from the Smartsheet app, including: Automated alerts Update request Share sheet @mention ...

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....

Configure access token expiration time

Once a System Admin sets expiration times, all existing and future tokens within the plan adhere to this duration and are automatically revoked upon e...

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 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

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

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

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

Depending on your IdP, the certificate may be deactivated up to 30 days in advance....

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

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....