Primary Contacts

How to add, edit, or remove primary SmartSuite contacts

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

The primary contact or contacts represent individuals authorized to manage all aspects of SmartSuite. 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.

Working With Primary Contacts

Adding Primary Contacts

Larger organizations may have a number of individuals who should be notified about significant changes or issues with their SmartSuite workspace. No problem! You can add up to four. To add another Primary Contact, click the Edit button in the Primary Contacts section, then click the Add new contact button at the bottom of the dialog.

A new contact will be added under your existing contact(s), allowing you to provide that individual's information. When you're all done, click Update Primary Contacts to save all of your changes.

Viewing Primary Contacts

Follow these steps to view your Primary Contacts:

  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.

  5. Scroll to the Primary Contacts section.

Updating a Primary Contact

Making a change to your Primary Contact information is easy. Just click on the Edit button showing in the screenshot below:

A dialog will display with all of the Primary Contact information fields - update them as needed, and click Update Primary Contacts to save.

That's it, contacts updated!

Removing Primary Contacts

Is one of your Primary Contacts no longer responsible for SmartSuite? No problem! You can easily remove that additional person. Just click Edit from the Primary Contacts section, find the contact you want to remove, and click the Remove Contact 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.

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