Zoho Vault - Smartsheet SSO

Steps to configure single sign-on for Smartsheet

  1. Log into Zoho Vault as an administrator.
  2. Navigate to Apps > Manage Apps > Add Supported App.
  3. Search for and select Smartsheet. 
  4. Click Next.
  5. Copy the Zoho Vault details from the screen or download the details as a metadata file by clicking the Download MetaData File option.
  6. Click Next.
  7. Select users to have single sign-on permissions for Smartsheet. You can revoke user access at any time.
  8. Click Save. 

Smartsheet configuration steps

  1. Log into Smartsheet as an administrator. 
  2. Select Account > Account Admin > Security Controls.
  3. In the Security Controls form, select Edit in the Authentication section.
  4. In the Authentication form, click not configured next to SAML.
  5. Open the SAML Administration form and select Add IdP.
  6. Provide a nickname for your IdP (Zoho Vault). 
  7. Paste Zoho Vault's metadata into the IdP Metadata text field. 
  8. Click Save. Smartsheet will validate the metadata. 
  9. If the metadata verification is successful, the Edit IdP form will open. 
  10. Click Activate to enable the IdP for use with Smartsheet. The IdP status will change from Inactive to Active, Default.
  11. In the Authentication form, check the SAML box to enable SAML for your organization. Note that there must be at least one active IdP before you can enable SAML.

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