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Manage Workspace Settings

Adjust your SmartSuite workspace information to reflect your organization

Peter Novosel avatar
Written by Peter Novosel
Updated over 2 weeks ago

Plan Availability

All plan types

Permissions

Administrators: Can access and modify workspace settings

Related Reading

SmartSuite personalizes your workspace based on your organization’s profile, optimizing the platform to recommend relevant features and settings.


Accessing Workspace Settings

Follow these steps to access and manage your Workspace Settings:

  1. Log in as an Administrator:
    Ensure you have the Administrator role.

  2. Open User Profile Options:
    Click your profile icon in the upper-right corner.

  3. Navigate to Workspace Administration:
    Select "Workspace Administration" from the dropdown menu.

  4. Go to Workspace Settings:
    Click on the "Workspace Settings" tab.

Users can also open the Workspace settings from home page by clicking the ‘My Workspace‘ button.


Workspace Summary

Your Workspace Summary is displayed by default when accessing the Workspace Administration section. This section provides an overview of your workspace’s key settings.


What’s Included in Workspace Settings?

Workspace Profile

Contains organization-specific details provided during initial registration.

Field

Description

Name

Organization name displayed under your username in SmartSuite.

Type

Organization type (e.g., business, non-profit).

Industry

Reflects your primary industry to recommend tailored Solutions.

Size

Number of individuals in your organization to customize recommendations.

Address

Principal business location.

Website

Primary website URL.

Phone

Main contact number.


Workspace Preferences

Customize language, time zone, and locale settings:

  • Language:

    • Available in 15 languages; interface and help text update to match the selection.

    • Note: Data entered in the workspace is not automatically translated.

  • Time Zone:

    • Select your time zone for date alignment (dates are stored in GMT).

  • Locale:

    • Sets formatting for dates, numbers, and separators.


Primary Contacts

Primary Contacts are key points of communication for your workspace.

  • Notifications:

    • They receive updates about significant changes or when other contacts cannot be reached.

  • Managing Contacts:

    • Click Edit to add, update, or remove contacts.

    • Ensure there’s always at least one Primary Contact; you cannot delete the last contact.


Scheduling and Availability

Working Days

Define your organization’s standard working hours:

  1. Check or uncheck days of the week to set working days.

  2. Specify the start and end time for each working day.

    • Times are displayed based on the current user’s time zone.

Holiday Schedule

Configure holidays to simplify scheduling and calendar management:

  1. Go to Holiday Schedule under Workspace Settings.

  2. Click Edit to open the Holiday Schedule dialog.

  3. Add holidays by:

    • Selecting the year (defaults to the current year).

    • Clicking Add a Holiday.

    • Entering the Date and Name.

  4. Repeat as needed and save changes.


Advanced Features

Single Sign-On (SSO)

SSO is available for Enterprise Plan customers to enhance security and streamline user access.

  • Supported Protocols: OAUTH-2 Single Sign-On.

  • Configuration: Contact support@smartsuite.com for setup assistance.

SmartSuite AI Assistant

This section allows you to manage API-related settings for your workspace.

  • API Key Management:

    • View and manage your OpenAI API key.

    • Ensure your API key is enabled for seamless integration.

Two-Factor Authentication (2FA)

2FA is only available for Pro, Enterprise Plans this section provides enhanced workspace security options.

  • Status: Displays whether Two-Factor Authentication is enabled or disabled for your account.

  • Setup Instructions:

    • Enable 2FA by clicking the Edit button.

    • Follow the prompts to secure your workspace with 2FA.

IP Address Restrictions

Available on: Enterprise and Signature Plans

SmartSuite now offers IP Address Restrictions, allowing administrators to control access to their workspace based on specific IP address ranges.

How to Enable IP Address Restrictions:

  1. Navigate to Workspace Administration.

  2. Click on the Security tab.

  3. Locate IP Address Restrictions (disabled by default).

  4. Click Enable—you must add your current IP address before activation.

  5. Enter a name (e.g., "Peter's Network") and define the IP range.

  6. Once configured, the feature will show as Enabled (green).

Key Features:

  • Supports multiple IP ranges for flexible access control.

  • Applies to Shared Views & Solutions, ensuring data security even when sharing externally.

  • Prevents accidental self-exclusion by requiring at least one valid IP range.

This feature enhances workspace security by restricting unauthorized access. Stay tuned for more updates!


Practical Scenarios and Use Cases

1. Customizing for Remote Teams

Scenario: Your team spans multiple time zones.
Solution: Use Workspace Preferences to set the time zone and locale for consistency.

2. Streamlining Branding

Scenario: Your organization rebrands with a new logo.
Solution: Update the logo in the Workspace Logo section for a unified experience.

3. Managing Seasonal Operations

Scenario: You need to account for holidays during year-end operations.
Solution: Configure the holiday schedule to reflect non-working days.


For further details, visit SmartSuite Help Center.

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