Auvik SaaS Management’s integration with Smartsheet allows you to automate common employee lifecycle tasks - granting and revoking access to the applications when needed to ensure compliance and give techs time to work on higher value tasks.
For frequently asked questions about Smartsheet SaaS Ops Integration, click here.
For how to uninstall Smartsheet SaaS Ops Integration, click here.
Prerequisites
Before installing the Smartsheet integration, ensure that you have:
- Required Auvik SaaS permissions to install integrations
- From the Partner Hub: Default Admin
- From the Client Hub: Client Admin
- A valid account for Smartsheet with any necessary administrative privileges required, which includes:
- An active subscription for Smartsheet
- A Business or Enterprise Smartsheet plan
- A Licensed User account
- If you’re not using OAuth 2.0, you will need an API key
We recommend using a dedicated account with all integrations. This allows you to set a role with minimal permissions. The integration will stop working if this user’s account in Smartsheet is deactivated.
Configuration & Setup
The Smartsheet integration can be configured using OAuth2 protocol or an API Key.
Required Account Permissions
- Read Sheets
- Write Sheets
- Admin Webhooks
- Create Sheets
If Authenticating using OAuth
- Select Configure
- Select your Data Center depending on your location
- US Data Center
- EU Data Center
- No advance settings are required
- Click Connect
- You’ll be directed to login to Smartsheet in a new browser tab
- Log in with an account that has administrator privileges
- Grant permissions to Workato if asked
If you have configured the integration successfully you will be taken back to Auvik Saas Management and the Integration will showcase as Connected.
If using an API Key
You must have either a Business or Enterprise account.
- Log into your Smartsheet account
- On the left Navigation Bar, select Account
- Select Apps & Integrations
- Navigate to the API Access tab and select Generate new access token.
Note: You must copy and store this key somewhere safe. It won't be visible again in your account settings for security reasons.
- Input the API key within the Integration Setup
- Click Connect
If you have configured the integration successfully you will be taken back to Auvik SaaS Management and the Integration will showcase as Connected.
How to Leverage Smartsheet with SaaS Ops
Review step by step instructions and any additional information specific to this integration including some FAQs.
Available Functionality
Offboarding
- Deactivation: Deactivate the user from the team's plan in Smartsheet. The user will lose access to all owned and shared content that uses the selected account.
This integration does not remove any local files that may be stored on the user's workstation.
Onboarding
- Add User
License Data
- License Type Breakdown: a breakdown of the total and unused accounts by license type
- Real-time Updates: On demand license data refresh
- Last Login Timestamp: Showcase the last login time per account
User Count: See which users have leveraged the licensed account