To get started working with the Smartsheet application, the first step is to integrate an existing Smartsheet account with the Designer. If you do not have an existing Smartsheet account and you wish to use Smartsheet with the Designer, sign up for Smartsheet first, and then return to the authorization process.
- First, select a Card within the Smartsheet application you wish to use.
- After selecting a Card, you will be given the option to Add Account. Click Add Account.
- You will be prompted to give the account a nickname. This nickname is only used for display purposes within the Designer. It does not need to correspond to a username within Smartsheet.
- After choosing a nickname, click Next; you will be given a prompt to allow access to your Smartsheet account. Click Allow on the prompt that appears. This gives the Designer permission to access Smartsheet on your behalf.
- Now, the account with the nickname you specified should appear on the Card you previously selected. Click this nickname to begin configuring the card.
- That’s it! You are now authorized with Smartsheet. The account you associated can now be used within any Smartsheet Card.
Was this article helpful?