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Integrate with Smartsheet

Use JumpCloud SAML Single Sign On (SSO) to give your users convenient but secure access to all their web applications with a single set of credentials. Automatically provision, update and deprovision users and groups in Smartsheet from JumpCloud using the Identity Management (SCIM) integration. Leverage this integration to centralize user lifecycle, user identity, and group management in JumpCloud for Smartsheet. Save time and avoid mistakes, as well as potential security risks, related to manually creating users.

Read this article to learn how to setup the Smartsheet integration.

Prerequisites

  • A JumpCloud administrator account
  • JumpCloud SSO Package or higher or SSO à la carte option
  • A Smartsheet user account with administrator permissions and a Smartsheet Enterprise subscription
  • Contact Smartsheet Support to enable SCIM Provisioning

Important Considerations

  • Removing a user’s SSO access alone isn’t enough to prevent them from accessing Smartsheet. To fully prevent a user from accessing Smartsheet, you must completely delete that user from your organization’s Smartsheet account.
  • Smartsheet SCIM API is based on version 2.0 of the SCIM standard.
  • If you need to update the SCIM token, you must deactivate the IdM integration, update the token, and then reactivate the IdM integration.
  • Smartsheet does not support soft deletes. When a user's active attribute is set to false, Smartsheet deletes the user permanently.
  • If you see a User account is inactive message on the Dashboard after attempting to re-provision or reactivate, try re-saving the provisioning settings. This error may be because the User Reactivation feature was not available at the time of the last change to Provisioning settings.
  • The following provisioning features are supported by Smartsheet:
    • Create Users
    • Update Users
    • Deactivate Users
    • Create Group
  • Groups are supported. 

Attribute Considerations 

  • A default set of attributes are managed for users. See the Attribute Mappings section for more details.
  • The following attributes are not supported by JumpCloud:
    • roles
    • manager
    • division

Creating a new JumpCloud Application Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Click + Add New Application.
  4. Type the name of the application in the Search field and select it.
  5. Click Next.
  6. In the Display Label, type your name for the application. Optionally, you can enter a Description, adjust the User Portal Image and choose to hide or Show in User Portal.

Note:

If this is a Bookmark Application, enter your sign-in URL in the Bookmark URL field.

  1. Optionally, expand Advanced Settings to specify a value for the SSO IdP URL. If no value is entered, it will default to https://sso.jumpcloud.com/saml2/<applicationname>.

Warning:

The SSO IdP URL is not editable after the application is created. You will have to delete and recreate the connector if you need to edit this field at a later time.

  1. Click Save Application.
  2. If successful, click:
    • Configure Application and go to the next section
    • Close to configure your new application at a later time

Configuring the SSO Integration

To configure JumpCloud 1

  1. Create a new application or select it from the Configured Applications list.
  2. Select the SSO tab.
  3. Add or change any attributes.
  4. Click save.

Download the certificate

  1. Find your application in the Configured Applications list and click anywhere in the row to reopen its configuration window.
  2. Select the SSO tab and click IDP Certificate Valid > Download certificate.

Tip:

The certificate.pem will download to your local Downloads folder.

To configure Smartsheet

  1. Sign in to your Smartsheet enterprise account as the administrator.
  2. Navigate to Account > Plan & Billing Info > Security Controls. 
  3. In the Authentication section, select Edit.
  4. Select not configured and the SAML Administration form will appear.
  5. Select Add IdP.
  6. Enter the following information:
    • IdP Nickname - JumpCloud.
    • IdP Metadata - copy and paste the content of the certificate downloaded in the previous section.
    • Copy the SSO URL.
    • CNAME - optionally, configure a CNAME that’ll direct people to a friendly URL when they sign in.
  7. Click Save.
  8. After Smartsheet validates your metadata, select Activate. The IdP Status should change to Active.
  9. Click Save​.

To configure JumpCloud 2

  1. Find Smartsheet in the Configured Applications list and click anywhere in the row to reopen the application configuration panel.
  2. Select the SSO tab and paste the copied SSO URL into the Login URL field.
  3. Click save.

Authorizing User SSO Access

Users are implicitly denied access to applications. After you connect an application to JumpCloud, you need to authorize user access to that application. You can authorize user access from the Application Configuration panel or from the Groups Configuration panel. 

To authorize user access from the Application Configuration panel

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications, then select the application to which you want to authorize user access.
  3. Select the User Groups tab. If you need to create a new group of users, see Get Started: User Groups.
  4. Select the check box next to the group of users you want to give access.
  5. Click save. 

To learn how to authorize user access from the Groups Configuration panel, see Authorize Users to an SSO Application.

Validating SSO user authentication workflow(s)

IdP-initiated user workflow

  • Access the JumpCloud User Console
  • Go to Applications and click an application tile to launch it
  • JumpCloud asserts the user's identity to the SP and is authenticated without the user having to log in to the application

SP-initiated user workflow

  • Go to the SP application login - generally, there is either a special link or an adaptive username field that detects the user is authenticated through SSO

Note:

This varies by SP.

  • Login redirects the user to JumpCloud where the user enters their JumpCloud credentials
  • After the user is logged in successfully, they are redirected back to the SP and automatically logged in

Configuring the Identity Management Integration

To configure Smartsheet

  1. On the left Navigation Bar, select Account.
  2. Select Apps & Integrations.
  3. In the Personal Settings form, select API Access.
  4. In the API Access tab, select Generate new access token.

Warning:

The Client ID and Secret (token) may only be shown once. Copy them to a secure location, like the JumpCloud Password Manager, for future reference.

To configure JumpCloud

  1. Create a new application or select it from the Configured Applications list.
  2. Select the Identity Management tab.
  3. Select the Enable management of User Groups and Group Membership in this application checkbox if you want to provision, manage, and sync groups in Smartsheet from JumpCloud.
  4. Click Configure.
  5. You’re presented with two fields:
    • Base URL: 
      • For Smartsheet US: https://scim.smartsheet.com/v2
      • For Smartsheet EU: https://scim.smartsheet.eu/v2
    • Token Key: Paste the token generated in the previous section
  6. Click Activate then save.
  7. You will receive a confirmation that the Identity Management integration has been successfully verified.
  8. You can now connect user groups to the application in JumpCloud to provision the members of that group in Smartsheet. Learn how to Authorize Users to an Application.

Attribute Mappings

The following table lists attributes that JumpCloud sends to the application. See Attribute Considerations for more information regarding attribute mapping considerations. 

Learn about JumpCloud Properties and how they work with system users in our API. 

JumpCloud Property JumpCloud UI Field Name SCIM v2 Mapping Smartsheet Value
username Username userName Email
active Status active active
title Job Title title Title
firstname First Name name.givenName First Name
lastname Last Name name.familyName Last Name
phoneNumbers.value     Work Phone phoneNumbers [work] Personal contact number
phoneNumbers.value Work Phone phoneNumbers [mobile] Personal contact number
phoneNumbers.value Work Phone phoneNumbers [fax] Personal contact number
email Company Email emails: value emails
employeeIdentifier Employee ID externalId ExternalId
department Department department Department
costcenter CostCenter costcenter costcenter

Group Attributes

JumpCloud Property JumpCloud UI Field Name SCIM v2 Mapping Application Value
name Name displayName Name

Group Management Considerations

Enabling Group Management

You must select the Enable management of User Groups and Group Membership in this application option to manage groups and group membership in the application from JumpCloud.

Group Provisioning and Syncing 
  • Empty groups are not created
  • JumpCloud takes over management of existing groups in the application when the user group name in JumpCloud matches the name of the group in the application
  • All user groups associated with the application in JumpCloud are synced. Syncing occurs whenever there is a membership or group change event
  • Group renaming is supported
  • If a user group is disassociated from the application in JumpCloud, syncing immediately stops and the group is left as-is in the application. All members of that user group are deactivated in the application unless they are associated with another active application group that is managed from JumpCloud
Group Deletion
  • Managed groups deleted in JumpCloud are deleted in the application
  • All members of the deleted group are deactivated in the application, unless they are associated with another active application group that is managed from JumpCloud
Disabling Group Management
  • You can disable group and group membership management by unchecking the Enable management of User Groups and Group Membership in this application option
  • The managed groups and group membership are left as-is in the application
  • JumpCloud stops sending group membership information for the user, but the user’s identity will continue to be managed from JumpCloud

Importing Users

This functionality is helpful if users have already been created in the application but have not been created in JumpCloud.

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application and click to open its configuration panel. 
  4. Select the Identity Management tab.
  5. Click manual import.
  6. Select the users you want to create in JumpCloud from the application from the list of users that appear. Users in the list have two import statuses:
    • New - user has not been imported
    • Imported - user has been imported and has an account in JumpCloud

Tip: Try using the New Users-only filter when selecting users to import. This will move all of your new users to the top of the list, making them easier to identify and select.

  1. Click import.
    • If you are importing less than 100 users, your import results will display in real time and you can continue onboarding your users 
    • If you have more than 100 users being imported, JumpCloud will send you an email when your import is complete
  1. You can now connect and grant users access to all their JumpCloud resources. Learn more in the Authorize Users to an Application and Connecting Users to Resources articles.

Warning: Imported users must be members of a user group bound to an application for JumpCloud to manage their identity in, and access to, the application.

SCIM Directory Insights Events

The following Directory Insights (DI) events provide visibility into failures and detailed information about the user and group data being added or updated from HR or other external solutions to JumpCloud.

Note:

Customers with no package or the Device Management Package will need to add the Directory Insights à la carte option. Directory Insights is included in all other packages.

SCIM DI Integration Events

Event Name Event Description
idm_integration_activate Logged when an IT admin attempts to activated new SCIM Identity Management integration.
idm_integration_update Logged when an IT admin attempts to update a configured and activated SCIM Identity Management integration.
idm_integration_reauth Logged when an IT admin attempts to change the credentials for an activated SCIM Identity Management integration.
idm_integration_delete Logged when an IT admin attempts to deactivate an activated SCIM Identity Management integration.

SCIM DI User Events

Event Name Event Description
user_create_provision Logged when JumpCloud tries to create a new user in service provider application.
user_update_provision Logged when JumpCloud tries to update an existing user in service provider application.
user_deprovision Logged when JumpCloud tries to change an existing user to inactive in the service provider application.
user_delete_provision Logged when JumpCloud tries to delete an existing user in service provider application.
user_lookup_provision Logged when JumpCloud encounters an issue when trying to lookup a user to determine if the user needs to be created or updated.

SCIM DI Group Events

Important:

These DI events will only be present if SCIM Groups are supported.

Event Name Event Description
group_create_provision Logged when JumpCloud tries to create a new group in service provider application.
group_update_provision Logged when JumpCloud tries to update an existing group in service provider application.
group_delete_provision Logged when JumpCloud tries to delete an existing group in service provider application.

Removing the Integration

Important:

These are steps for removing the integration in JumpCloud. Consult your SP's documentation for any additional steps needed to remove the integration in the SP. Failure to remove the integration successfully for both the SP and JumpCloud may result in users losing access to the application.

To deactivate the IdM Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to deactivate and click to open its details panel. 
  4. Under the company name and logo on the left hand panel, click the Deactivate IdM connection link.
  5. Click confirm. 
  6. If successful, you will receive a confirmation message.

To deactivate the SSO Integration or Bookmark

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to deactivate and click to open its details panel. 
  4. Select the SSO or Bookmark tab.
  5. Scroll to the bottom of the configuration.
  6. Click Deactivate SSO or Deactivate Bookmark. 
  7. Click save. 
  8. If successful, you will receive a confirmation message.

To delete the application

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to delete.
  4. Check the box next to the application to select it.
  5. Click Delete.
  6. Enter the number of the applications you are deleting
  7. Click Delete Application.
  8. If successful, you will see an application deletion confirmation notification.
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