> For AI agents: [llms.txt](https://docs.trustedauth.com/llms.txt) provides a Markdown index of this documentation.

# Smartsheet

Smartsheet is a software service used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface (see <https://www.smartsheet.com/>). You can protect access to Smartsheet by integrating Smartsheet with Identity as a Service. Once integrated, users can use single sign-on to log in to their Smartsheet account through Identity as a Service.

note

This integration was tested using Identity as a Service version 5.15 and Smartsheet 120.0.1. Other versions of Smartsheet may require integration and configuration steps that differ from those documented in this procedure. For other versions of Smartsheet, use this procedure as a starting point for integrating Smartsheet. In the event of other issues, contact <support@entrust.com> for assistance.

To integrate Smartsheet with Identity as a Service, you must do the following

## Step 1: Copy the Entity ID and Assertion Consumer Service URL from the Smartsheet metadata

1. In a Web browser enter: [www.smartsheet.com/sites/default/files/smartsheet-saml2-sp-metadata.xml](http://www.smartsheet.com/sites/default/files/smartsheet-saml2-sp-metadata.xml)
2. Open a text editor such as Notepad.
3. Copy the value for the **entityID** and paste it in the text file: <https://sso.smartsheet.com/saml>
4. Copy the **Location** value for the <md:AssertionConsumerService Binding="urn:oasis:names:tc:SAML:2.0:bindings:HTTP-POST" and paste it in the text file: <https://sso.smartsheet.com/Shibboleth.sso/SAML2/POST>
5. Save the text file. You need this information in _Step 2: Add Smartsheet to Identity as a Service_.

## Step 2: Add Smartsheet to Identity as a Service

1. Log in to your Identity as a Service administrator account.
2. Click Menu icon **>** **Security > Applications**. The **Applications** **Lists** page appears.
3. Click **Add**. The **Select an Application Template** page appears.
4. Do one of the following:
   - Select **SAML Cloud Integrations** from the search drop-down list and scroll to find the application you want to add to IDaaS.
   - In the **Search bar**, enter a search option to filter for the application you want to add to IDaaS.
5. Click **Smartsheet**. The **Add Smartsheet** page appears.
6. Enter an **Application Name**.
7. Enter an **Application Description**.
8. Optional. Add a custom application logo.
   1. Click Plus icon next to **Application Logo**. The **Upload Logo** dialog box appears.
   2. Click Upload icon to select an image file to upload.
   3. Browse to select your file and click **Open**. The **Upload Logo** dialog box reappears showing your selected image.
   4. If required, resize your image.
   5. Click **OK**.
9. Select the **Authentication Flow** that appears to users during login.
10. Click **Next**. The **General** page appears.
11. In the **Default Assertion Consumer Service URL** enter the ACS URL **Location** you copied in _Step 1: Copy the Entity ID and Assertion Consumer Service URL_ from Identity as a Service: <https://sso.smartsheet.com/Shibboleth.sso/SAML2/POST>
12. In the **Service Provider Entity ID (Issuer)** field, enter the **entityID** you copied in _Step 1: Copy the Entity ID and Assertion Consumer Service URL_ from Identity as a Service: <https://sso.smartsheet.com/saml>
13. Optional. Enter the **SAML Username Parameter Name** used to identity the user ID being requested for authentication. The user ID can then be passed as a parameter, for example, Username=jdoe. Alternately, if the SAML username is NameID, the SAML Request XML NameID element value is used to the identify the IDaaS userID.
14. Enter the **SAML Session Timeout** to the time when the SAML Assertion times out. The maximum is 720 minutes.
15. Enter the **Max Authentication Age (seconds)** to set the maximum amount of time that can elapse before a user is required to reauthenticate during a new login attempt. This applies for both SP-initiated and IDP-initiated login. Set this field to -1 to disable this feature.
16. From the **SAML NameID Attribute** drop-down list, select **User ID**.
17. From the **SAML NameID Encoding Format** drop-down list, select **Persistent**.
18. From the **SAML Signature Algorithm** drop-down list, select **SHA256**.
19. From the **SAML Signing Certificate, select the signing certificate.**
20. **Select** **Sign Complete SAML Response.**
21. **D**eselect **Enable Go Back Button** if you do not want users to be able to go back to the Smartsheet login page to log in.
22. Optional. Add **Alternative Assertion Consumer Service URLs**, as follows:
    1. Click **Add**.
    2. Enter a **Name**.
    3. Enter a URL **Value**.
    4. Select **Show in My Profile** to display the Alternative Consumer Service URL in a user's My profile page.
    5. Optional. **Add an Application Logo**.
    6. Click **Add**.
    7. Repeat these steps to add more Alternative Assertion Consumer Service URLs.
23. **Add an Email** **SAML Attribute. This attribute is mandatory.**
    1. Under **SAML Attributes**, click **Add**. The **SAML Attributes** dialog box appears.
    2. In the **Name** field enter <http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress>
    3. Click **Add** next to **Value(s)**.
    4. In the **Values** field type **<** and select **<Email>** from the drop-down list.
    5. Click **Add**.
    6. Optional. Repeat steps **a** to **e** the following first name and last name attributes:
       - Name: <http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname>, Value: **<First Name>**
       - Name: <http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname>, Value: ** <Last Name>**
24. Click **Submit**.

## Step 3: Add a resource rule

See [Create resource rules](/docs/authentication-and-security/create-and-manage-resource-rules.md).

## Step 4: Download the metadata from Identity as a Service

1. In Identity as a Service, click Menu icon **>** **Security > Applications**. The **Applications List** page appears.

2. Do one of the following:

   - Click Cloud Download icon next to the application you are integrating with Identity as a Service.
   - Click Ellipsis Vertical icon next to the application you are integrating with Identity as a Service and select **SAML IDP Metadata**.

3. The **SAML Application Metadata** dialog box appears.

4. **Select the certificate to include in the SAML IDP Metadata file** from the drop-down list.

5. If applicable, **Select the domain to include in the SAML IDP Metadata** file from the drop-down list.

6. Enter the **Lifetime, in days, for the SAML IDP Metadata file**. The value must be between 2 and 730.

7. Do one of the following, as required:

   - Copy the **Public Endpoint** to paste into your SAML application being used Identity Provider authentication.
   - Click **Download**.

note
If you are using multiple domains, you must download each domain's metadata file separately because the values in the metadata file vary for each domain.

## Step 5: Upload the Identity as a Service metadata to Smartsheet

1. Log in to your Smartsheet administrator account. The **Sheets** page appears.
2. Click your profile and select **Admin Center** from the drop-down list. The **Smartsheet Admin Center** appears.
3. Scroll to **Authentication** and click **SAML**. The **Authentication** page appears.
4. Select **SAML** and then click **Edit Configuration**. The **SAML Administration** page appears.
5. **Click Add IdP**. The **Add IdP** page appears.
6. Enter an **IdP Nickname**.
7. Open the metadata file you downloaded in _Step 4: Download the metadata from Identity as a Service_.
8. Copy the entire contents of the metadata file.
9. Paste the contents in the **IdP Metadata** field.
10. Click **Save**.

## Step 6: Test the integration

Testing Service Provider Login:

1. Open a Web browser and enter the URL for your Smartsheet account. You are directed to Identity as a Service.
2. Enter your Smartsheet account **User ID** and click **Next**.
3. Respond to the second-factor authentication challenge. If you respond successfully, you are logged in to Smartsheet.

Testing Identity as a Service redirect log in:

1. Log in to your Identity as a Service account.
2. Go to your **My Profile** page if you are not already there.
3. Under **Applications**, click **Smartsheet**.
4. Respond to the second-factor authentication challenge. If you respond successfully, you are logged into Smartsheet.