Primary Contacts are the people SmartSuite notifies about significant workspace changes, and the people it contacts when billing contacts cannot be reached. An Administrator keeps up to four of them in Workspace Settings, and the workspace must always have at least one.
Primary contacts are about the workspace itself. Billing contacts are about charges.
Example: a compliance team names its GRC operations lead and its IT security manager as primary contacts. If a payment problem reaches 21 days, both hear about it as well as the billing contacts.
Plan Availability | All plan types. |
Permissions | Administrators add, edit and remove Primary Contacts. |
Platform | Web |
Related Reading |
Adding a primary contact
Sign in as an Administrator.
Select your profile icon in the upper-right corner, then Workspace Administration.
Select the Workspace Settings tab and scroll to Primary Contacts.
Select Edit.
Select Add New Contact at the bottom of the window.
Fill in the contact's details and select Update Primary Contacts.
The Primary Contacts window with one contact listed, the Add New Contact link and the Update Primary Contacts button.
Viewing, changing or removing a contact
View: open Workspace Settings and scroll to the Primary Contacts section.
Change: select Edit, update the fields and select Update Primary Contacts.
Remove: select Edit, select Remove Contact next to the person and confirm.
Note: The workspace must keep at least one primary contact. When only one remains, add a replacement before you remove them.
Primary contacts and billing contacts
A primary contact receives notices about the workspace itself. A billing contact receives emails about charges, plan changes and renewals, can be someone outside SmartSuite, and is managed under Plans & Billing. See Billing Contacts.
Frequently asked questions
How many primary contacts can a workspace have?
How many primary contacts can a workspace have?
A workspace can have up to four primary contacts. At least one must remain at all times.
What do primary contacts receive?
What do primary contacts receive?
They receive notices about significant changes to the workspace. They are also contacted when billing contacts cannot be reached, such as 21 days into a failed payment.
Can I remove the last primary contact?
Can I remove the last primary contact?
No. Add a replacement first, then remove the old contact.
Where do I change who gets invoices?
Where do I change who gets invoices?
Invoices go to billing contacts, not primary contacts. Change them on the Plans & Billing tab.
Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.
Last verified 1 Nov 2026.