The People page shows you everyone in your organization.
The People page shows you everyone in your organization.
Account management
To request a one-time sheet or workspace backup, you need Viewer permissions or higher....
To request a one-time sheet or workspace backup, you need Viewer permissions or higher....
Backups include sheet data, comments, and attachments. They keep your data secure.
Backups include sheet data, comments, and attachments. They keep your data secure.
If you're unsure about your model type, learn how to determine the model your plan is on....
You can schedule weekly recurring backups for sheet data in workspaces where you hold Admin or Owner permissions.
You can schedule weekly recurring backups for sheet data in workspaces where you hold Admin or Owner permissions.
Search for an email invitation from this email address: user@smartsheet.com. Select Accept or Decline....
Search for an email invitation from this email address: user@smartsheet.com. Select Accept or Decline....
Request a snapshot when you need a recent backup copy of an action on a sheet from a specific point in time.
Smartsheet uses one primary email address for your account, but you can add secondary addresses if needed.
Hover your pointer over their name or email address in the following locations: Contact list columns in the sheetThe sharing formCard viewYour Smartsh...
You can use the Personal Settings dialog to view and manage: Your personal profile detailsSettings for auto-save, communication, time zone, and langua...
To request a sheet or one-time workspace backup, you need viewer permissions or higher....
To request a sheet or one-time workspace backup, you need viewer permissions or higher....
See the information below that matches your plan’s model....
See the information below that matches your plan’s model....
Each Smartsheet account is associated with one primary email address and that email address can’t be used with another Smartsheet account....
You'll use contacts in Smartsheet for faster collaboration.
Navigate between multiple licensed accounts with a single click.
Navigate between multiple licensed accounts with a single click.
Maintain your organization's brand recognition by applying custom colors and uploading your logo to Smartsheet.
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.
Signing in and out of Smartsheet: direct, SSO, third-parties, and enterprise methods.
Hover over an icon on the navigation bar to see what the icon means; select the icon to go there....
Understanding Smartsheet's system requirements: browser compatibility, file size limits, and advanced features
Understanding Smartsheet's system requirements: browser compatibility, file size limits, and advanced features
When you set up your Smartsheet account, you can change your time zone in Account > Personal Settings > Settings> Time Zone. Howev...
Use Okta groups to assign Smartsheet roles to users.
This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model....
The account owner is the primary contact with Smartsheet and receives updates and alerts from Smartsheet....
Learn how to connect with support for Smartsheet, Brandfolder by Smartsheet, Smartsheet Gov, and billing.
You must be a licensed Resourcing Administrator to complete this process....
Free plans are a legacy capability with limited functionality. Two sheets Two editors or viewers per planGrid, Gantt, Calendar, Card ViewD...
If you're an unpaid user on your company's plan, you have limited access to Smartsheet's full capabilities....
Learn the essential password requirements to prevent setup issues and keep your Smartsheet account secure.
Giving your browser access to the clipboard allows you to copy and paste data when working on the Smartsheet web app....
The reports dashboard allows you to view and print various reports.
Troubleshoot and diagnose issues.
Content Automation reports can be downloaded and printed from the dashboard.
Admins can provide an email address that will be shown to authors when their search or filters in the template library don't match any ex
You can use a different browser or update to a supported version.
Branding settings such as color palette and logo are adjustable.
When you attempt to access Smartsheet from certain locations, you may receive the following message: You are attempting to access Smartsheet from a pr...
Your email provider's configuration and anti-spam practices could improperly mark emails sent from Smartsheet as spam or block them altogether....
Content Automation tags are labels you create to organize your teams in meaningful groups so that you can efficiently manage the content
When troubleshooting complex issues, support often requires more information than a screenshot or a problem description.
You can interact with items across all your different plans....
Learn the essential password requirements to prevent setup issues and keep your Smartsheet account secure.
Giving your browser access to the clipboard allows you to copy and paste data when working on the Smartsheet web app....
You can interact with items across all your different plans....
The reports dashboard allows you to view and print various reports.
Featured slides and announcements can help your team stay on brand when creating collateral.
Content Automation tags are labels you create to organize your teams in meaningful groups so that you can efficiently manage the content
Branding settings such as color palette and logo are adjustable.
Teams allow authors to see documents that are only relevant to them.
Admins can provide an email address that will be shown to authors when their search or filters in the template library don't match any ex
Admins can add users individually or in bulk.
Content Automation reports can be downloaded and printed from the dashboard.
Content Automation tags are labels you create to organize your teams in meaningful groups so that you can efficiently manage the content
Content Automation tags are labels you create to organize your teams in meaningful groups so that you can efficiently manage the content
If you're an unpaid user on your company's plan, you have limited access to Smartsheet's full capabilities....
You must be a licensed Resourcing Administrator to complete this process....
The account owner is the primary contact with Smartsheet and receives updates and alerts from Smartsheet....
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.
This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model....
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...
When you set up your Smartsheet account, you can change your time zone in Account > Personal Settings > Settings> Time Zone. Howev...
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...
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...
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....
How you upgrade, add licenses, or request add-ons will depend on your plan type.
Use Security & Controls to control permissions for global notifications and requests, group memberships, form permissions, Account Discovery, offl...
How you upgrade, add licenses, or request add-ons will depend on your plan type.
With User Merge, you can update email addresses in bulk or merge two user accounts into one.
Upgrade or change your plan, change your payment information, and view receipts and history.
Log in to Admin CenterIn the Admin Center, select User Management (Legacy Collaborator Model) or User Roles and Reports (User Subscription Model)....
Find answers to frequently asked questions about billing and finance.
Add and edit users individually or in bulk.
You can pay for your Smartsheet subscription in any of the following ways: Credit card: Visa, MasterCard, or Discover American E...
You can pay for your Smartsheet subscription in any of the following ways: Credit card: Visa, MasterCard, or Discover American E...
Group Admins and System Admins have the ability to organize contacts into groups.
You have different options to cancel your Smartsheet account, and how you can do it will depend on your plan type and how you pay fo
You have different options to cancel your Smartsheet account, and how you can do it will depend on your plan type and how you pay fo
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....
This article is only for the Legacy Collaborator Model....
Details about tax information by state.
Details about tax information by state.
Customers are able to specify custom subdomains without the need to use smartsheetmail or smartsheet.customdomain.com, e.g....
The main contact and account name allow you to verify account ownership or manage account access.
A Smartsheet Advance Platinum subscription or Advanced Work Management plus Safeguard is required to enable Governance Controls....
If you're a non-paid user, you'll be immediately removed from the organization....
Try Smartsheet for FreeDuring your trial subscription, you receive a message prompting you to upgrade your plan, along with the number of days remaini...
Try Smartsheet for FreeDuring your trial subscription, you receive a message prompting you to upgrade your plan, along with the number of days remaini...
Occasionally, Smartsheet plan offerings will change....
Occasionally, Smartsheet plan offerings will change....
This article applies only to plans using the Legacy Collaborator Model....
This article applies only to plans using the Legacy Collaborator Model....
Set up an allow list to ensure that others can share Smartsheet items only with people with a company email address.
If you're on a Pro or Business plan, you can merge two (or more) plans into one.
If you're on a Pro or Business plan, you can merge two (or more) plans into one.
In Admin Center, select the Menu icon at the upper left corner. Go to Settings and select the item you want to update....
In Admin Center, select the Menu icon at the upper left corner. Go to Settings and select the item you want to update....
As a System Admin, you can 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 me...
This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model....
You can see the last six months of user's login history. To view the Log in history, you need to Log in to Admin Center....
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...
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...
If you've set up SAML as your authentication method in the main plan, you can define policies to assign users to the appropriate managed plan automati...
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....
By default, all forms are anonymous and available to anyone with a link to them....
Smartsheet Authentication allows users to sign in to Resource Management (RM) with their Smartsheet credentials.
Customizing restrictions and exceptions for varied user groups
Email-based TOTP is currently not supported on the mobile app. Sometimes, TOTP emails may mistakenly get flagged as spam....
Explore frequently asked questions about trial periods and plan purchases for unlicensed users in Smartsheet, including insights on user
If you pay your account via Credit Card, PayPal, or BTIA, you're responsible for making the changes in the app....
There are two Smartsheet apps in Okta....
Trying to access your account but you got a message saying your account is suspended? This article is for you.
You must also hold Admin permissions in Okta to complete the configuration....
System Admins can activate this feature in the Admin Center....
To limit security risks, you can configure SAML so when your users log out of Smartsheet, they also log out of your SAML IdP at the same
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
Smartsheet is dedicated to protecting the privacy of all of our customers.
This help article is intended to help security officers, compliance officers, IT administrators, and other employees of Smartsheet
Log into Admin Center. Go to Branding & Personalization. On the Custom email domain tile, select Edit....
This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model. Important: If you're unsure a...
As a System Admin, you can configure the safe sharing policy in your governance controls to manage how users work in Smartsheet.
With Customer Managed Encryption Keys (CMEK), you can add an additional layer of encryption to your Smartsheet data contained in cells and columns of ...
For enhanced security, only System Admins on your Smartsheet plan can update users' primary email addresses....
IdP-managed access requires domain-level SAML SSO already set up....
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, you can configure the safe sharing policy in your governance controls to manage how users work in Smartsheet.
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....
All Smartsheet customers can log in using their email address and password or choose from a number of single-sign-on options....
Email-based TOTP is currently not supported on the 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....
What's an external collaborator?...
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....
To limit security risks, you can configure SAML so when your users log out of Smartsheet, they also log out of your SAML IdP at the same
You must also hold Admin permissions in Okta to complete the configuration....
The Domain Management page is where a System Admin can register, validate, and activate their domain in Smartsheet to set domain-based po
Trying to access your account but you got a message saying your account is suspended? This article is for you.
If you pay your account via Credit Card, PayPal, or BTIA, you're responsible for making the changes in the app....
Explore frequently asked questions about trial periods and plan purchases for unlicensed users in Smartsheet, including insights on user
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
Smartsheet Authentication allows users to sign in to Resource Management (RM) with their Smartsheet credentials.
If you've set up SAML as your authentication method in the main plan, you can define policies to assign users to the appropriate managed plan automati...
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
Log into Admin Center. Go to Branding & Personalization. On the Custom email domain tile, select Edit....
This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model. Important: If you're unsure a...
With Customer Managed Encryption Keys (CMEK), you can add an additional layer of encryption to your Smartsheet data contained in cells and columns of ...
Smartsheet is dedicated to protecting the privacy of all of our customers.
This help article is intended to help security officers, compliance officers, IT administrators, and other employees of Smartsheet
Authentication
Leverage Azure Active Directory (Azure AD) to provision, deprovision, and manage user’s profile in your Smartsheet plan.
By using Security Assertion Markup Language (SAML) and single sign-on (SSO), you can apply your organization’s security settings to an En
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....
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....
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....
Find out more about the process for setting up and maintaining SAML....
When a security certificate is about to expire, your Smartsheet SAML configuration may become disabled....
Configuring ADFS for your user authentication into Brandfolder.
SAML SSO error: opensaml::BindingException at (https://sso.smartsheet.com/Shibboleth.sso/SAML/POST) Request missing SAMLResponse or TARGET form parame...
FatalProfile Exception Errors are typically given during the authentication process (before it gets back to Smartsheet)....
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...
The following chart covers the differences between Microsoft Azure AD SSO or SAML SSO. Use it to decide which one you should configure....
The default path for setting up SAML. Most organizations use this configuration. For example, you can have three different plans/user list...
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...
Use the instructions in this article to identify potential issues in your SAML assertion.
In both configurations, Azure controls your Azure's authentication settings....
Use Azure to authenticate your users into Brandfolder
Use Google SSO to authenticate your users into Brandfolder.
Use Okta to authenticate your users into Brandfolder.
Use OneLogin to authenticate your users into Brandfolder.
403 Error: app_not_enabled_for_userAfter setting up SAML with Google as the IdP, users may receive the following error message:
...
You can sign into your Brandfolder using your Smartsheet login credentials.
Login error definition and status.
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...
Users can sign into Smartsheet using SSO, email and password, or Smartsheet authentication.
Here are some answers to common questions around setting up
The Azure configuration at the domain level allows you to implement a unified SAML single sign-on (SSO) for your domain across plans.
You need an IT Administrator to set up SAML for SSO with Smartsheet....
You can sign into your Brandfolder using your Smartsheet login credentials.
Configuring ADFS for your user authentication into Brandfolder.
Use Google SSO to authenticate your users into Brandfolder.
Use Azure to authenticate your users into Brandfolder
Easily implement user authentication using SAML & SSO.
Use Okta to authenticate your users into Brandfolder.
Use OneLogin to authenticate your users into Brandfolder.
In both configurations, Azure controls your Azure's authentication settings....
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)....
403 Error: app_not_enabled_for_userAfter setting up SAML with Google as the IdP, users may receive the following error message:
...
SAML SSO error: opensaml::BindingException at (https://sso.smartsheet.com/Shibboleth.sso/SAML/POST) Request missing SAMLResponse or TARGET form parame...
Login error definition and status.
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...
Here are some answers to common questions around setting up
Users can sign into Smartsheet using SSO, email and password, or Smartsheet authentication.
Here are some common reasons you might be unable to log in—and how to fix these issues. Forgot your password?...
Here are some common reasons you might be unable to log in—and how to fix these issues. Forgot your password?...
Technical troubleshooting steps for Domain Name System (DNS) errors
Technical troubleshooting steps for Domain Name System (DNS) errors
Schedule view and approvals
The schedule provides an interactive visual representation of what people are working on, when, and if they’re overbooked.
The schedule provides an interactive visual representation of what people are working on, when, and if they’re overbooked.
The schedule helps you visualize when your team is available to work and when they’re staffed to capacity.
Learn how to use the Schedule page.
At the top of the screen, select Schedule. To expand the left menu, select Everyone....
Activate the approvals workflowResourcing Admins can set up approvals for time and expense entries for their organization. Set who approves time...
Resourcing Administrators can activate Approvals.
The Schedule shows project timelines and assignments across your organization.
Use the edit menu to remove, reassign, edit, or split assignments on your schedule.
Use the edit menu to remove, reassign, edit, or split assignments on your schedule.
Holidays and weekends can be configured in order to accurately budget time.
Resource Management allows you to create different types of time off and add that time off to the schedule so you know who's available to
Scheduling resources on a project up front, rather than on a weekly or daily basis will give you better insight into your team’s availabi
After your team bills their hours, use Bulk Approve in Account Settings to loc
When you activate approvals, Approver appears in the left sidebar on people pages and shows who approves a person's time and/or expenses.
Scheduling resources on a project up front, rather than on a weekly or daily basis will give you better insight into your team’s availabi
Resource Management allows you to create different types of time off and add that time off to the schedule so you know who's available to
Unlock an approved time report to edit it.
After your team bills their hours, use Bulk Approve in Account Settings to loc
Add leave assignments the same way you would add project assignments....
Security
Smartsheet Regions provides you control over where your data is hosted, making it easier for you to address your organization's regional privacy and g...
Smartsheet Regions provides you control over where your data is hosted, making it easier for you to address your organization's regional privacy and g...
You have control over where certain content is hosted with Smartsheet through Smartsheet Regions, which offers data residency options to activate comp...
You have control over where certain content is hosted with Smartsheet through Smartsheet Regions, which offers data residency options to activate comp...
There are a few scenarios that help you collaborate with your team when you’re in different regions....
There are a few scenarios that help you collaborate with your team when you’re in different regions....
All users who do not login via SSO can reset their password.
My profile page in Brandfolder allows users to edit their notification and user settings.
Brandfolder users text sanitization on text input fields to reduce the risk of cross-site scripting attacks.
Brandfolder implements multiple levels of security to protect and back up your files.
How can I access my personal Brandfolder features?
Brandfolder implements multiple levels of security to protect and back up your files.
Brandfolder users text sanitization on text input fields to reduce the risk of cross-site scripting attacks.
How can I access my personal Brandfolder features?
My profile page in Brandfolder allows users to edit their notification and user settings.
Allow others to access your private Brandfolder without setting up an account.
All users who do not login via SSO can reset their password.
Review this list of tips to help you spot and report fraudulent activity—commonly known as phishing or spoofing.
Review this list of tips to help you spot and report fraudulent activity—commonly known as phishing or spoofing.
Report suspected bad actors and learn ways to help protect yourself against spam.
Report suspected bad actors and learn ways to help protect yourself against spam.
User management
There are five permission levels in Smartsheet....
If you've been shared to a sheet in Smartsheet for the first time, just select the link in the sharing notification to create a Smartsheet password....
Sheets, reports, or dashboards can only be transferred to a Smartsheet user. Before assigning Owner permissions to someone, share the item with them....
Sheets, reports, or dashboards can only be transferred to a Smartsheet user. Before assigning Owner permissions to someone, share the item with them....
User types designate what you can and can't do with your Smartsheet account.
User types designate what you can and can't do with your Smartsheet account.
Managed Resources represent things you need for your project.
Managed Resources represent things you need for your project.
Resource Management has filtering tools that help you find the best person for the work you need to assign based on criteria filteri
Add collaborators to your sheet or report.
✓ = includedx = not includedView all sheet data, including comments✓✓✓✓✓xEdit unlocked rows and columns in a sheet**xx✓✓✓xEdit cells...
✓ = includedx = not includedView all sheet data, including comments✓✓✓✓✓xEdit unlocked rows and columns in a sheet**xx✓✓✓xEdit cells...
This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model....
Paying, licensed users can manage work (create, build, orchestrate, control, automate) and non-paid, free users can collaborate (view, edit where appl...
Paying, licensed users can manage work (create, build, orchestrate, control, automate) and non-paid, free users can collaborate (view, edit where appl...
If you try opening a Smartsheet item but can't do so, you might need to request access to that item....
In the top right corner of the item, select Share....
In the top right corner of the item, select Share....
For example, you can set a default view or have newly shared collaborators open a sheet directly to Card View with a filter applied that shows them on...
For example, you can set a default view or have newly shared collaborators open a sheet directly to Card View with a filter applied that shows them on...
You can transfer all sheets, reports, and dashboards owned by a licensed user. To selectively transfer certain items, use the steps in the Selec...
You can transfer all sheets, reports, and dashboards owned by a licensed user. To selectively transfer certain items, use the steps in the Selec...
Sheets and reports can only be transferred to users on your plan. To request access to a sheet, you should: Browse to the item....
Sheets and reports can only be transferred to users on your plan. To request access to a sheet, you should: Browse to the item....
Learn how Resourcing Admins can set permissions for users in their account.
You should archive a person if they leave your company or no longer need access to Resource Management.
While individuals may have different roles or disciplines for projects, you can only assign one primary role and discipline per person....
Resource Management provides spreadsheet templates to add or update multiple profiles simultaneously.
You can create a list of your office locations, allowing you to associate a person with a location.
When Resourcing Administrators set up new profiles, it's a good idea to fill in your team member's basic information.
The default work week for your organization is set on the Account Settings page....
Learn how Resourcing Admins can set permissions for users in their account.
People in resource management can have different bill rates when you utilize project phases.
Resource Management provides spreadsheet templates to add or update multiple profiles simultaneously.
To create a non-billable person, set their utilization target to 0.
You can create a list of your office locations, allowing you to associate a person with a location.
When Resourcing Administrators set up new profiles, it's a good idea to fill in your team member's basic information.
While individuals may have different roles or disciplines for projects, you can only assign one primary role and discipline per person....
You should archive a person if they leave your company or no longer need access to Resource Management.
Resourcing Administrators can add people in two places: Account Settings or the Organization Page.