To do so, use the following instructions....
The Safe Sharing policy allows you to create an approved list of users and domains that assets can be shared with....
If you're on a Pro or Business plan, you can merge two (or more) plans into one.
Select Account (in the lower-left corner of the Smartsheet window) > Admin Center. Under Settings, select the item you want to update....
Empowering sysadmins to manage user profile visibility in Smartsheet.
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 ...
Deactivation is the recommended way to stop your internal users from signing into Smartsheet....
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...
Select your profile icon in the lower-left corner of the Smartsheet window.
Select Account Admin > License Request Management....
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...
After a System Admin configures the feature, when a user logs out of Smartsheet, they are also logged out of your IdP....
Use group push in Okta to simplify group management in Smartsheet....
The domain management page is where a SysAdmin has the ability to add, validate, and activate your domain in Smartsheet and to enable pol
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.
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
Contact your Smartsheet account representative to have this capability enabled for your organization’s account....
In both configurations, Azure controls your Azure's authentication settings....
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....
Follow these steps to configure Okta.
Log into the Okta Admin page....
Before you configure the integration, you must complete a few tasks in Smartsheet. View the setup process as a tutorial....
With the Smartsheet - Okta SCIM Integration, you can manage your user roles and access based on updates made in your Okta active directory environment...
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
The Admin Center homepage displays a summary of your plan and users: remaining licenses, pending tasks, and account settings....
Access the controls from the Settings menu in Admin Center. Define who can receive notifications and join groups in your organization....
With User Merge, you can update email addresses in bulk or merge two user accounts into one....
Log in to Admin CenterTo access User Management, log in to Admin Center then select User Management from the menu in the upper left corner....
Add and edit users individually or in bulk.
In the lower left corner, select your account icon and then select Group Management....
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...
Custom email domains work for any user triggered emails from the Smartsheet app, including: Automated alertsUpdate requestShare sheet@mention Unsuppor...
Use the Governance Data Policy Control to set your data retention policy, governing what data to keep and what data to purge....
What's an external collaborator?...
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...
Plan Insights allows System Admins to see account metrics and usage data.
Log in to Admin Center.
Select the Menu icon to expand the left sidebar and then select User Management.
Select More Actions > Sheet Access....
With our nondestructive transfer of ownership, you can move items to a new owner while keeping the hierarchy of those items (folders and
Customizing restrictions and exceptions for varied user groups
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...
Use Enterprise Plan Manager (EPM) to set security and governance policies for all plans across your organization’s validated domains....
As your organization grows, you might find that different departments have independently rolled out Smartsheet to manage their work....
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. Log into Admin Center....
SAML and Single Sign-on
SAML and SSO Smartsheet configuration
Starting February 5th, 2024, you can’t create new plan-level SAML configurations....
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....
To learn more about the steps to set up and maintain SAML, see SAML and SSO for Smartsheet - Overview....
Depending on your IdP, the certificate may be deactivated up to 30 days in advance....
Use the instructions in this article to identify potential issues in your SAML assertion. You will first need to capture your 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...
What's the best way to set up SAML and your identity provider (IdP)?...
The following chart covers the differences between Microsoft Azure AD SSO or SAML SSO. Use it to decide which one you should configure....
Org account doesn't have SAML enabledUser is not attached to the orgOld login dataEmail attribute in SAML assertion does not match an existing Smartsh...
FatalProfile Exception Errors are typically given during the authentication process (before it gets back to Smartsheet)....
403 Error: app_not_enabled_for_userAfter setting up SAML with Google as the IdP, users may receive the following error message:
Brandfolder Image...
SAML SSO error: opensaml::BindingException at (https://sso.smartsheet.com/Shibboleth.sso/SAML/POST) Request missing SAMLResponse or TARGET form parame...
The Smartsheet login screen (https://app.smartsheet.com) shows this error message: ERR_CONNECTION_CLOSED
The issue could be related to proxy settin...
Error states "The IdP metadata URL you provided cannot be used because it is pointing at a server with an untrusted SSL certificate....