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 ...
A System Admin for an Enterprise plan can configure security controls to manage how their users work in Smartsheet....
Merge accounts for simpler management.
If you are a System Admin on a Business or Enterprise plan, you can use the Account Administration window to control certain features for all Smartshe...
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...
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 ...
You have three options to limit a user’s access to your account. Each option depends on the access you want the user to have....
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...
If you’re a Smartsheet System Admin (SysAdmin), you can manage how people in their account sign in to Smartsheet....
Quickly administer licenses to multiple users from a single window in Smartsheet—granting your users the ability to create sheets, reports, and dashbo...
Access detailed logs of the past six months of actions that have taken place across your organization with Event Reporting....
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....
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....
Whether you are just getting started with Smartsheet administration or you want to become an expert in governance, compliance, and security, this guid...
Azure Active Directory
Leverage Azure Active Directory (Azure AD) to provision, deprovision, and manage the profile data of users in your Smartsheet account....
Azure AD has different sync times for provisioning depending on the sync configuration,
number of users and groups, and sync type (initial or increme...
You can use Azure for SSO with Smartsheet in two ways; both methods are effective....
Account Management
In addition to the default roles, the Okta integration supports additional Smartsheet Premium Connector....
Smartsheet supports Unlicensed users so you can provision Smartsheet users without any roles as well (more details below.)
Any new unlicensed user ...
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....
Before you configure the integration, you must complete a few tasks in Smartsheet....
The Smartsheet - Okta SCIM Integration enables consistent enforcement of your organization’s security and compliance policies by centrally managing us...
The free plan lets you quickly get started with task and project management.
You must first enroll in a 30-day trial....
Admin Center
Admin Center allows System Admins and Group Admins to administer and govern their Smartsheet account....
With Security & Controls, you can control permissions for global notifications and requests, group memberships, and account discovery....
With User Merge, you can update email addresses in bulk or merge two user accounts into one....
User Management features in the Admin Center allow you to add, remove, and edit users individually or in bulk....
With User Management features in the Admin Center, you can add and edit users individually or in bulk....
Group Admins of a Business Plan or Enterprise Plan have access to Group Management in the Admin Center....
With the WorkApps Collaborator Pack Monthly Usage tile, you can view the WorkApps collaborator usage, and download a report that displays the list of ...
With the Connected Users tile, you can see the number of unique authenticated users on your plan who have interacted with your Smartsheet assets over ...
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...
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...
A sheet access report shows you a comprehensive list of who has access to your sheets....
Nondestructive ownership transfer (NDOT) allows you to transfer a workspace item to a user who isn’t an Admin in that workspace....
A data egress policy allows you to control how your organization restricts actions that enable data sharing outside your company....
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
With Security Assertion Markup Language (SAML) and single sign-on (SSO), you can extend your organization’s security preferences to an Enterprise-leve...
You’ll need to do the following:
Set up your organization’s Identity Provider (IdP) to communicate with Smartsheet....
Use this article as a reference for supported claims and SAML assertion examples....
As you set up SAML for your organization, you can use this as a resource if you have any configuration questions....
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 (...
When a security certificate is about to expire, your Smartsheet SAML configuration may become disabled....
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...
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 at (https://sso.smartsheet.com/Shibboleth.sso/SAML/POST) Request missing SAMLResponse or TARGET form parame...
Error states "The IdP metadata URL you provided cannot be used because it is pointing at a server with an untrusted SSL certificate....