Smartsheet cloud application

You must be signed in as a super administrator for this task.

Using Security Assertion Markup Language (SAML), your users can use their Google Cloud credentials to sign in to enterprise-cloud applications.

Set up SSO via SAML for Smartsheet

Here's how to set up single sign-on (SSO) via SAML for the Smartsheet application.

Step 1: Set up Smartsheet as a SAML 2.0 service provider (SP)
  1. Sign in to your Google Admin console.

    Sign in using an account with super administrator privileges (does not end in @gmail.com).

  2. From the Admin console Home page, go to Securityand thenSet up single sign-on (SSO) for SAML applications.

    You must be signed in as a super administrator for this task.

  3. Click the Download button to download the Google IdP metadata and the X.509 Certificate.
  4. In a new browser tab, start your Smartsheet application.
  5. From the Account Admin​ form, select Security Controls​.
  6. Click the Edit ​button in the Authentication s​ection to open the Authentication form.
  7. Paste the value for Smartsheet Login URL (https://sso.smartsheet.com/Shibboleth.sso/SAML2/POST) into the ACS URL field.
  8. Confirm that your domain name (https://smartsheet.com) is included in the URL in the Entity ID and the Start URL fields.
  9. Click Save to save the Federated Web single sign-on Configuration details and proceed to the next section to set up Google as a SAML identity provider (IdP).
Step 2: Set up Google as a SAML identity provider (IdP)
  1. Sign in to your Google Admin console.

    Sign in using an account with super administrator privileges (does not end in @gmail.com).

  2. From the Admin console Home page, go to Appsand thenWeb and mobile apps.
  3. Click Add appand thenSearch for apps.
  4. Enter Smartsheet in the search field.
  5. In the search results, hover over the Smartsheet SAML app and click Select
  6. On the Google Identity Provider details page, click Continue.
  7. There are two ways to collect the Service provider Setup information:

    You can copy the Entity ID and the Single Sign-On URL field values and download the X.509 Certificate, paste them into the appropriate service provider Setup fields.
    or
    You can download the IDP metadata, upload it into the appropriate service provider Setup fields.
  8. In the Service provider details section, enter the following URLs into the Entity IDACS URL, and Start URL fields:
            ACS URL: https://sso.smartsheet.com/Shibboleth.sso/SAML2/POST
            Entity ID: https://sso.smartsheet.com/saml
            Start URL: <Empty>
  9. Leave Signed Response unchecked.
    When the Signed Response checkbox is unchecked, only the assertion is signed. When the Signed Response checkbox is checked, the entire response is signed.
  10. The default Name ID is the primary email. Multi-value input is not supported. You can change the Name ID mapping as per your requirement. Custom attributes of the user schema can also be used after creating them via Google Admin SDK APIs. The custom attributes for the user schema need to be created prior to setting up the Smartsheet SAML application. 
  11. Click Contiue.
  12. On the Attribute mapping page, click the Select field menu and map the following Google directory attributes to their corresponding  Smartsheet attributes:
     
    Google directory attribute Smartsheet attribute
    Basic Information > Primary Email emailAddress
  13. Click Finish.
Step 3: Enable the Smartsheet app
  1. Sign in to your Google Admin console.

    Sign in using an account with super administrator privileges (does not end in @gmail.com).

  2. From the Admin console Home page, go to Appsand thenWeb and mobile apps.
  3. Select Smartsheet.
  4. Click User access.
  5. To turn on or off a service for everyone in your organization, click On for everyone or Off for everyone, and then click Save.

  6. (Optional) To turn a service on or off for an organizational unit:

    1. At the left, select the organizational unit.
    2. Select On or Off.
    3. Click Override to keep your setting if the service for the parent organizational unit is changed.
    4. If Overridden is already set for the organizational unit, choose an option:
      • Inherit—Reverts to the same setting as its parent.
      • Save—Saves your new setting (even if the parent setting changes).

    Learn more about organizational structure.

  7. (Optional) Turn on the service for a group of users.
    Use access groups to turn on a service for specific users within or across your organizational units. Learn more

  8. Ensure that your Smartsheet user account email IDs match those in your Google domain.
Step 4: Verify that the SSO is working

Smartsheet supports both Identity Provider (IdP) initiated and Service Provider (SP) initiated SSO. Follow these steps to verify SSO in either mode:

IdP-initiated

  1. Sign in to your Google Admin console.

    Sign in using an account with super administrator privileges (does not end in @gmail.com).

  2. From the Admin console Home page, go to Appsand thenWeb and mobile apps.
  3. Select Smartsheet.
  4. At the top left, click Test SAML login

    Smartsheet should open in a separate tab. If it doesn’t, use the information in the resulting SAML error messages to update your IdP and SP settings as needed, then retest SAML login.

SP-initiated

  1. Open https://your-domain-name.smartsheet.com. You should be automatically redirected to the Google sign in page.
  2. Enter your sign in credentials.
  3. After your sign in credentials are authenticated you will be automatically redirected back to Smartsheet.
Step 5: Set up auto-provisioning

As a super administrator, you can automatically provision users in the Smartsheet application.



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