Automatically add users to an Enterprise plan with User Auto-Provisioning (UAP)

Rather than manually inviting users through theUser Managementscreen, enable this feature to automatically add users to your account if they sign up for, or on their next sign-in to Smartsheet with an email address owned by your organization. You can choose to automatically add users to the account as licensed or non-licensed, depending on the access you'd like to provide.

Users automatically added to the account via User Auto Provisioning can still be managed from theUser Managementscreen. Any System Admin on an Enterprise account can enable User Auto Provisioning within Smartsheet.

Completing the process will require you to add records to your Domain Name System (DNS), so you may need to loop in an internal technical resource for assistance.

Add and activate domains

1. Log in toAdmin Center.
2. On the right sidebar, selectSettings>Domains & User Auto-Provisioning.
3. SelectAdd Domain. TheDomains Validationform appears in the right pane.
4. Follow the instructions on your screen.

A domain can't be deactivated or deleted if User Auto Provisioning is enabled and no other domain has been activated. Turn User Auto Provisioning toNot Enabled, or activate additional domains, to deactivate or delete the existing domain.

Enable UAP on active domains

• In the domains list, toggle User Auto-Provisioning to on. There's no limit to the number of domains you can add.

Password prompts

In some cases, when User Auto Provisioning (UAP) is enabled on an account, new users may be prompted to create a Smartsheet password when they first log in, even if the organization doesn't have the Email & Password login option enabled.

This can occur when a sheet share creates a user account, and the user still needs to follow the sheet share link to finalize the UAP process or if the user is invited via User Management instead of provisioned via UAP.

Have the user set a password to complete the signup process for their account. This will complete the enrollment process; they can log in as usual.