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Manage Workspace Settings
Manage Workspace Settings

Adjust your SmartSuite workspace information to reflect your organization

Peter Novosel avatar
Written by Peter Novosel
Updated over a year ago

SmartSuite makes every attempt to personalize your experience to fit your organization's needs. We use your user profile information to help you get the most out of your workspace, optimizing your experience and recommending additional features you and your teams might find beneficial.

How do I access my Workspace Settings?

It's easy. Just follow these simple steps:

  1. Log in as a Member (with the Administrator role).

  2. Click on your user profile icon in the upper-right hand corner of the SmartSuite interface to open your user profile options.

  3. Click Workspace Administration in the menu.

  4. Select the Workspace Settings tab.

Accessing your Workspace Summary

View your Workspace Summary following these steps:

  1. Log in as a Member (with the Administrator role).

  2. Click on your user profile icon in the upper-right hand corner of the SmartSuite interface to open your user profile options.

  3. Click Workspace Administration in the menu.

  4. The Workspace Summary tab is displayed by default.

What information is included in Workspace Settings?

Workspace Settings contains broad information about your organization, from the Industry you're in to information about your holiday schedule. This information helps us to adapt your experience. It highlights things that may be relevant to you and returns information that is accurate for your organization (like calendars that properly reflect your operating hours and days).

Workspace Profile

Workspace Profile contains the information that you provided to SmartSuite during your initial registration, including your type of organization, industry, and size.

Here are all of the details and how they're used:

  • Name: This is the name of your organization, and is the text that is displayed under your username in the upper right corner of the SmartSuite interface

  • Type: Your organization type (business, non-profit, etc.)

  • Industry: Set this to reflect your primary industry, allowing SmartSuite to recommend Solutions and features that may fit your specific needs

  • Size: Indicates how many individuals are part of your organization, again allowing SmartSuite to recommend features and Solutions that are a perfect fit

  • Address: Your organization's principal place of business

  • Website: Your organization's primary website URL

  • Phone: Your organization's primary phone number

Workspace Preferences

These settings establish your preferred language, time zone, and locale.

There are a few things to remember for each setting:

  • Language: SmartSuite is available in 15 languages - all SmartSuite interfaces, help text, and related content will update to your selected language (Note📝 : Changing this setting does not update or translate any of your data)

  • Time Zone: All dates are stored by SmartSuite in GMT - this setting selects the time zone date information

  • Locale: Your locale specifies how dates, numbers, and currencies are formatted

You can upload an image to reflect your organization's branding within your SmartSuite instance. Just simply attach an image and click Update Workspace Logo. You can always remove a logo and upload a new one.

Primary Contacts

We communicate with these contacts on a periodic basis to ensure your organization is taking full advantage of the features you have licensed. Primary Contacts will be notified of significant changes to your workspace and will be contacted if other individuals (such as your designated Billing Contacts) cannot be reached.

To add, update, or remove a Primary Contact, click the Edit button. Note that your workspace must have at least one primary contact - you will not be allowed to remove a Primary Contact if it is the last one associated with your workspace.

Working Days

Much of the work that gets done in SmartSuite uses the platform's capabilities for scheduling tasks, managing due dates, and tracking status. Set your organization's working days and times so that SmartSuite can intelligently guide you through those processes, making it easier to see availability and help you efficiently schedule resources.

Check or uncheck each day of the week, setting the start and end time for each working day. Note that these times are shown in the current user's time zone.

Holiday Schedule

Navigating your organization's schedules through holiday seasons can be a challenge. SmartSuite makes this easier for you by factoring holidays you specify into calendar displays and calculating remaining business days.

Setting up your holiday calendar is easy. Just follow these simple steps:

  1. Click Holiday Schedule from the the Workspace Settings tab

  2. Click Edit in the Holiday Schedule section (A Manage Holiday Schedule dialog will open)

  3. Select the Year for the holiday (it will default to the current year and any holidays that have been configured will be listed)

  4. Click Add a Holiday

  5. Select the Date for the holiday

  6. Enter a Name for the holiday

  7. Repeat steps 4-6 for as many holidays as you would like to configure

  8. Click Update Holiday Schedule

Single Sign-On

Enterprise Plan customers have the ability to configure OAUTH-2 Single Sign-On. Please contact support@smartsuite.com for assistance configuring this feature.

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