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Primary Contacts

How to add, edit, or remove primary SmartSuite contacts

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

Plan Availability

All plan types

Permissions

Administrator: Can add, edit, or remove primary contacts.

Related Reading

Primary Contacts in SmartSuite are individuals authorized to manage all aspects of your workspace. They receive notifications about significant changes and are contacted if other designated contacts, such as Billing Contacts, cannot be reached.


Adding Primary Contacts

Organizations can assign up to four Primary Contacts to ensure the right individuals are notified of critical updates. Here’s how to add a new contact:

  1. Log in as a Member with Administrator access.

  2. Open your profile menu by clicking the icon in the upper-right corner.

  3. Select Workspace Administration.

  4. Go to the Workspace Settings tab and scroll to the Primary Contacts section.

  5. Click the Edit button.

  6. Click Add New Contact at the bottom of the dialog.

  7. Fill in the new contact's details and click Update Primary Contacts to save your changes.


Viewing Primary Contacts

To view the current Primary Contacts for your workspace:

  1. Log in as an Administrator.

  2. Open your profile menu and select Workspace Administration.

  3. Navigate to the Workspace Settings tab.

  4. Scroll down to the Primary Contacts section to see the list of assigned contacts.


Updating a Primary Contact

You can edit Primary Contact details quickly and easily:

  1. Follow the steps to access the Primary Contacts section.

  2. Click the Edit button.

  3. Update the information fields in the dialog that appears.

  4. Click Update Primary Contacts to save your changes.


Removing Primary Contacts

If a Primary Contact is no longer responsible for SmartSuite management, you can remove them:

  1. Open the Primary Contacts section and click Edit.

  2. Locate the contact you wish to remove and click Remove Contact.

  3. Confirm your action.

Important Note

You must always have at least one Primary Contact associated with your workspace. If only one contact remains, you cannot remove them until a replacement is added.


Practical Scenarios and Use Cases

1. Adding Multiple Contacts

Scenario: A large organization has multiple department leads who need to stay informed about workspace updates.
Solution: Assign up to four Primary Contacts to ensure comprehensive communication.

2. Keeping Contact Details Current

Scenario: A team lead changes roles and no longer manages SmartSuite.
Solution: Edit the Primary Contacts section to update their details or replace them.

3. Ensuring Redundancy

Scenario: The single Primary Contact is temporarily unavailable during critical changes.
Solution: Add a backup Primary Contact to ensure coverage at all times.

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