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Duo Single Sign-On for Smartsheet

Last Updated: August 9th, 2021

Add two-factor authentication and flexible security policies to Smartsheet SSO logins with Duo Single-Sign On, our cloud-hosted SAML 2.0 identity provider, complete with inline self-service enrollment and Duo Prompt.

Duo Federal customers or those looking for an on-premises SSO solution: try Duo Protection for Smartsheet with Duo Access Gateway.

Overview

As business applications move from on-premises to cloud hosted solutions, users experience password fatigue due to disparate logons for different applications. Single sign-on (SSO) technologies seek to unify identities across systems and reduce the number of different credentials a user has to remember or input to gain access to resources.

While SSO is convenient for users, it presents new security challenges. If a user's primary password is compromised, attackers may be able to gain access to multiple resources. In addition, as sensitive information makes its way to cloud-hosted services it is even more important to secure access by implementing two-factor authentication.

About Duo Single Sign-On

Duo Single Sign-On is our cloud-hosted SSO product which layers Duo's strong authentication and flexible policy engine on top of Smartsheet logins using the Security Assertion Markup Language (SAML) 2.0 authentication standard. Duo Single Sign-On acts as an identity provider (IdP), authenticating your users using existing on-premises Active Directory (AD) or any SAML 2.0 IdP and prompting for two-factor authentication before permitting access to Smartsheet.

Duo Single Sign-On is available in Duo Beyond, Duo Access, and Duo MFA plans, which also include the ability to define policies that enforce unique controls for each individual SSO application. For example, you can require that Salesforce users complete two-factor authentication at every login, but only once every seven days when accessing Smartsheet. Duo checks the user, device, and network against an application's policy before allowing access to the application.

Configure Single Sign-On

Before configuring Smartsheet you'll first need to enable Duo Single Sign-On for your Duo account and configure a working authentication source.

Once you have your SSO authentication source working, continue to the next step of creating the Smartsheet application in Duo.

Create the Smartsheet Application in Duo

  1. Log on to the Duo Admin Panel and navigate to Applications.

  2. Click Protect an Application and locate the entry for Smartsheet with a protection type of "2FA with SSO hosted by Duo (Single Sign-On)" in the applications list. Click Protect to the far-right to start configuring Smartsheet. See Protecting Applications for more information about protecting applications in Duo and additional application options. You'll need the information on the Smartsheet page under Downloads later.

Configure Smartsheet SSO

Configure Duo Single Sign-On as a new SSO provider in Smartsheet.

  1. In another tab log on to Smartsheet as an administrative user and click your user profile icon in the upper right-hand side of the page. Click Plan & Billing Info... from the drop-down. A pop-up will appear.

  2. In the "Account Administration" pop-up click Security Controls and then click Edit next to the Authentication section.

  3. Once on the "Authentication" page click not configured (or "edit configuration" if you already have SAML configured) next to SAML.

  4. When the SAML Administration window appears click Add IdP.

  5. In the IdP Nickname field type Duo_SSO

  6. Return to the Smartsheet application page on the Duo Admin Panel and under "Downloads" click Download XML. An XML metadata file will be saved to your computer.

  7. Open the XML metadata file in a text editor (like Notepad), and copy the entire contents of the file. Paste the XML file text into the IdP Metadata field.

  8. Click Save. The information will be validated and the Edit IdP window will appear.

    Smartsheet Single Sign-On Additional Settings

  9. On the Edit IdP page next to IdP Status click Activate. A pop-up will tell you it might take 10 minutes for the IdP to activate. Dismiss this message.

  10. Save the SSO URL field displayed on this page. You will need this information later.

  11. Click the X at the top of the window to close the "Edit IdP" page. Click the X at the top of the "SAML Administration" window to close the page.

  12. On the Authentication window check the box next to SAML to enable it as an active authentication source and then click Save and confirm the change.

    Smartsheet Single Sign-On Additional Settings

Learn more about Smartsheet SSO at the Smartsheet Support Site.

Configure Smartsheet in Duo

  1. Return to the Smartsheet application in the Duo Admin Panel.

  2. Paste the Smartsheet SSO URL you made note of earlier into the SSO URL field under "Service Provider".

  3. Smartsheet uses the Mail attribute when authenticating. We've mapped the <Email Address> bridge attribute to Duo Single Sign-On supported authentication source attributes as follows:

    Bridge Attribute Active Directory SAML IdP
    <Email Address> mail Email

    If you are using a non-standard email attribute for your authentication source, check the Custom attributes box and enter the name of the attribute you wish to use instead.

    Duo Smartsheet Application Settings

  4. You can adjust additional settings for your new SAML application at this time — like changing the application's name from the default value, enabling self-service, or assigning a group policy.

  5. Scroll to the bottom of the page and click the Save button.

Duo Universal Prompt

The new Universal Prompt provides a simplified and accessible Duo login experience for web-based applications, offering a redesigned visual interface with security and usability enhancements.

Universal Prompt Traditional Prompt
 Duo Push in Universal Prompt  Duo Push in Traditional Prompt

We've already updated the Duo Smartsheet application hosted in Duo's service to support the Universal Prompt, so there's no action required on your part to update the application itself. You can activate the Universal Prompt experience for users of new and existing Duo Smartsheet applications from the Duo Admin Panel.

Before you activate the Universal Prompt for your application, it's a good idea to read the Universal Prompt Update Guide for more information about the update process and the new login experience for users.

Activate Universal Prompt

Activation of the Universal Prompt is a per-application change. Activating it for one application does not change the login experience for your other Duo applications.

The "Universal Prompt" area of the application details page shows that this application is "New Prompt Ready", with these activation control options:

  • Show traditional prompt: (Default) Your users experience Duo's traditional prompt when logging in to this application.
  • Show new Universal Prompt: Your users experience the Universal Prompt when logging in to this application.

Universal Prompt Info - Application Ready for Universal Prompt

Enable the Universal Prompt experience by selecting Show new Universal Prompt, and then scrolling to the bottom of the page to click Save.

Once you activate the Universal Prompt, the application's Universal Prompt status shows "Update Complete" here and on the Universal Prompt Update Progress report.

Universal Prompt Info - Universal Prompt Activation Complete

Should you ever want to roll back to the traditional prompt, you can return to this setting and change it back to Show traditional prompt.

Universal Update Progress

Click the See Update Progress link to view the Universal Prompt Update Progress report. This report shows the update availability and migration progress for all your Duo applications in-scope for Universal Prompt support. You can also activate the new prompt experience for multiple supported applications from the report page instead of visiting the individual details pages for each application.

Log in with SSO

Go to the Smartsheet login page and type in your e-mail address and click Continue. The page will reload with new login options, click Company Login. This redirects you to Duo Single Sign-On to enter your primary directory logon information. For example, this is the SSO login page when your authentication source is Active Directory.

Duo Single Sign-On Login and Authentication Prompt

Successful verification of your primary credentials redirects you to Duo. Complete Duo two-factor authentication when prompted and then you'll return to Smartsheet to complete the login process.

OIDC Duo Prompt *Universal Prompt experience shown.

You can also log into Smartsheet using Duo Central, our cloud-hosted portal which allows users to access all of their applications in one spot. Link to Smartsheet in Duo Central by adding it as an application tile. Once the tile has been added, log into Duo Central and click the tile for Smartsheet.

Congratulations! Your Smartsheet users now authenticate using Duo Single Sign-On.

Enforce SSO

You can require that all users sign into Smartsheet using Duo Single Sign-On.

  1. Return to Smartsheet and click your user profile icon in the upper right-hand side of the page. Click Plan & Billing Info... from the drop-down. A pop-up will appear.

  2. In the "Account Administration" pop-up click Security Controls and then click Edit next to the Authentication section.

  3. Once on the "Authentication" page uncheck all options except for SAML. You can optionally allow administrators to still fall back using a password.

  4. Click Save.

Enable Remembered Devices

To minimize additional Duo two-factor prompts when switching between Smartsheet and your other Duo Single Sign-On SAML applications, be sure to apply a shared "Remembered Devices" policy to your SAML applications.

Troubleshooting

Need some help? Try searching our Knowledge Base articles or Community discussions. For further assistance, contact Support.