How to Enable 2FA/MFA on Your Smartsheet Account: A Step-by-Step Guide

Enabling Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA) on your Smartsheet account is one of the best ways to protect your sensitive data from unauthorized access. 2FA/MFA adds an extra layer of security by requiring you to provide a second piece of information (like a code from your phone) in addition to your password. Here’s a simple, detailed guide for beginners:

• Understand the Basics:
  2FA/MFA means you need something you know (your password) and something you have (like your phone or an app) to log in. This makes it much harder for hackers to access your account, even if they know your password.
• Log In to Smartsheet:
  Go to the Smartsheet website and sign in with your usual email and password.
• Access Account Settings:
  Click your profile icon (usually in the top right corner) and select “Account” or “Personal Settings” from the dropdown menu.
• Find Security Settings:
  Look for a section called “Security Controls” or “Two-Factor Authentication”. This is where you can manage your account’s security features.
• Enable 2FA/MFA:
  Click the option to enable 2FA or MFA. Smartsheet may call it “Two-Step Verification.” You’ll be prompted to set it up.
• Choose Your Authentication Method:
  You’ll usually have options like:
  • Authenticator App: Download an app like Google Authenticator or Microsoft Authenticator on your smartphone. Scan the QR code shown on Smartsheet with the app.
  • Text Message (SMS): Enter your mobile number to receive a code via text each time you log in.
• Verify Setup:
  After choosing your method, Smartsheet will ask you to enter a code from your app or text message to confirm it’s working. Enter the code to complete setup.
• Save Backup Codes:
  Smartsheet may provide backup codes. Write these down and keep them safe. You’ll need them if you lose access to your phone.
• Test Your Login:
  Log out and try logging in again. You should be asked for your password and then a code from your chosen method. This confirms 2FA/MFA is active.
• For Organizations:
  If you’re an admin, you can require all users to enable 2FA/MFA. Go to the Admin Center, find Security Controls, and set 2FA/MFA as mandatory for your team.
• Need Help?
  If you have trouble or want a professional assessment of your Smartsheet security, consider reaching out to OCD Tech, a consulting and readiness-assessment firm that can guide you through best practices and compliance.

Enabling 2FA/MFA on Smartsheet is a simple but powerful way to keep your data safe. For more advanced security or compliance needs, OCD Tech can help you assess and improve your organization’s security posture.

Best Practices and Tips for Securing Your Smartsheets Account

Securing your Smartsheets account is essential to protect your data and maintain the integrity of your collaborative work environment. Implementing the following best practices will help safeguard your account and sensitive information within Smartsheets:

• Create a strong, unique password - Use a password with at least 12 characters, combining uppercase and lowercase letters, numbers, and special characters. Avoid easily guessable information such as birthdays or common words.
• Enable two-factor authentication (2FA) - Add an extra layer of security by requiring a second form of verification when logging in, reducing the risk of unauthorized access even if your password is compromised.
• Be cautious with email links and attachments - Phishing attempts targeting Smartsheets users can lead to credential theft. Always verify the sender’s email address and avoid clicking on suspicious links or downloading unexpected attachments.
• Regularly review account activity - Monitor your Smartsheets account for unusual login attempts or changes to your sheets and settings. Report any suspicious activity to your IT or security team promptly.
• Use secure network connections - Avoid accessing Smartsheets over public or unsecured Wi-Fi networks. When necessary, use a VPN to encrypt your internet connection and protect your data from interception.
• Keep your devices updated and secure - Ensure your computer and mobile devices have the latest security patches and antivirus software installed. Avoid leaving devices unattended while logged into Smartsheets.
• Log out after use - Always sign out of your Smartsheets account when finished, especially on shared or public devices, to prevent unauthorized access.
• Manage sharing and permissions carefully - Only share sheets with trusted collaborators and assign the minimum necessary access rights to reduce the risk of data exposure or accidental changes.
• Use password managers - Utilize a reputable password manager to generate and store complex passwords securely, minimizing the risk of password reuse or loss.
• Be mindful of third-party integrations - Only connect Smartsheets to trusted applications and services, as each integration can introduce potential security vulnerabilities.

If you suspect your Smartsheets account has been compromised, immediately change your password and notify your IT security team. For organizations seeking to strengthen their Smartsheets security, consulting with cybersecurity experts can provide tailored assessments and recommendations.

Remember, maintaining Smartsheets security is a shared responsibility. By following these best practices and staying vigilant, you can significantly reduce the risk of unauthorized access and protect your valuable data.