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User Authorization - Smartsheet Templates

Aschneid
Rank
Userlevel 2

Hello All, 

I am in the process of integrating smartsheets and I’m running into user authorization issue. When I try to load smartsheet templates, I receive a message stating “you are not authorized to perform this task”. I am an admin-level user. Does anyone know what user role(s) need to be modified? Thanks in advance. 

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Best answer by Aschneid 1 September 2022, 15:21

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Laura02
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Badge +18

Hello,

Can you provide a screen shot, please? In order to help, I’d like to understand what buttons you clicked on, what fields you populated, and in what screen you are working. I’d like to know more detail about the steps leading up to the error.  Thank you.

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @Aschneid 

Ensure that you have the Customizer Role. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Aschneid
Rank
Userlevel 2

I have the customizer role activated, I was able to pick that up in a previous thread. I appreciate your response. 

Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @Aschneid 

Here is a GitHub article on the smartsheet integration, it also talks about user set up. 

Here it is:

https://github.com/Acumatica/Acumatica-Smartsheet

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Aschneid
Rank
Userlevel 2

@laura01 Here is a screen shot of the message I'm receiving from ACU. I'm working within project preferences under the Smartsheet settings tab. I receive this message when i click on “Load Smartsheet Templates”. I’ve used the Github link provided above by @kbeatty21 as my guide.

I am noticing now that the Smartsheet token is showing disconnected (under my profile) even though I’ve completed, and repeated this step a few times now. This is likely related to the user authorization error I’m receiving. 

 

 

Kandy Beatty
Rank
Userlevel 7
Badge +16

@laura01 Here is a screen shot of the message I'm receiving from ACU. I'm working within project preferences under the Smartsheet settings tab. I receive this message when i click on “Load Smartsheet Templates”. I’ve used the Github link provided above by @kbeatty21 as my guide.

I am noticing now that the Smartsheet token is showing disconnected (under my profile) even though I’ve completed, and repeated this step a few times now. This is likely related to the user authorization error I’m receiving. 

 

 

It does not appear to need a special role in Acumatica though. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Laura02
Rank
Badge +18

Hello, @Aschneid , I don’t think I can help you further.

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Laura02
Rank
Badge +18

Hello @Aschneid , I noticed a new post about SmartSheets and wanted to call it to your attention. It’s your chance to give feedback and possibly receive help from the experts:

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
J
Rank
Userlevel 1

@Aschneid, did you get a resolution to this?  Having the exact same issue with not being able to connect.  Everything appears to be configured in Smartsheet and Acumatica correct, but profile still shows Smartsheet is disconnected.

 

Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @jleveson50 

Did you look at the GitHub link for the integration?

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
J
Rank
Userlevel 1

Yes, I believe that is only location that the integration and documentation is located.  Not sure if it’s a security or URL mapping issue.

 

 

Aschneid
Rank
Userlevel 2

@jleveson50, In my case it was a URL issue. I was able to contact the integration developer directly and he fixed it for me. I will send you his contact in a private message.  

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