Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

You must be an admin on Microsoft Teams to approve the integration; anyone can install and use the Smartsheet for Teams app.

FAQ: Integrate Smartsheet with Microsoft Teams

PLANS

  • Pro
  • Business
  • Enterprise

Permissions

You must be an admin on Microsoft Teams to approve the integration; anyone can install and use the Smartsheet for Teams app.

What is supported in the Smartsheet for Teams integration?

  • Send notifications from Smartsheet to a Teams channel or as direct messages.
  • Search and find Smartsheet items directly from the Teams application using the messaging extension.
  • Add Smartsheet items as tabs within channels in Teams.

What permissions are required for the Smartsheet for Microsoft Teams Integration app?

Your Microsoft Teams Admin needs to grant consent to the Smartsheet App before it becomes available to members in your organization. The following permissions are required by the Smartsheet App.

Capability

Permission name and type

Reason for requesting this permission

Receive Smartsheet notifications in Teams channels

offline_access - Delegated

Enables refresh token in authentication response and maintains login when the token expires

openid - Delegated

Allows Smartsheet to sign into Microsoft on behalf of the user

profile - Delegated

给用户发送notificat信息ion

Team.ReadBasic.All - Delegated

Used to get the Team names

Channel.ReadBasic.All - Delegated

Used to get channels in a Team using a team id

User.Read - Delegated

Used to get information about the user's organization

TeamsAppInstallation.ReadWriteForTeam - Delegated

Allows Smartsheet to check if the Teams app is installed; if not, the app is installed automatically.

Sharing Smartsheet assets with channel members when adding it as Tab in teams

ChannelMember.Read.All - Application

Used to get channel members for any channel using group id and channel id

ChatMember.Read - Delegated

Used to get members in a private channel

If the admin has not granted permission, users can still add Smartsheet items as Tabs by either publishing them or not sharing the item to channel members. Please read thishelp articleto learn how to add Smartsheet items as tabs in Teams.

Also, the messaging extensions do not require any additional setup. When a user adds the Smartsheet for Microsoft Teams app from the Teams App Store, the messaging extension is automatically usable and no additional permissions are required. Please read thishelp articleto learn how to use the messaging extension to search for Smartsheet items from Microsoft Teams.

Can I still add a Smartsheet item as a tab without Admin permission?

If your admin has not granted permission, you can add Smartsheet items as Tabs by publishing them or not sharing the tabs with channel members.

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