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Member Profile Menu
Peter Novosel avatar
Written by Peter Novosel
Updated this week

The User Profile Menu in SmartSuite is your gateway to personal settings, workspace information, and various tools to enhance your experience. This guide explains how to access the menu, what features it offers, and how to use them effectively.

Plan Availability

All plan types

Permissions

General Access: Can view and update their profile, preferences, and related settings.

Related Reading

Many of these things are separate from the individual Solutions and apps you work with to get your tasks done, and they can be accessed through the User Profile Menu.


Where to Find the User Profile Menu

This is an easy one, because the User Profile menu is available from every page in SmartSuite. Simply click anywhere in the area that displays your name and workspace in the upper-right side of the SmartSuite header and the User Profile menu slides cleanly into view.

Note: If you decide that you don't want to access any of the functions or information from the menu, clicking anywhere outside of it will close it back up.


Summary of User Profile Menu Options

Each of the individual functions and link content available from the User Profile menu has its own dedicated help article, but here's a summary to get you pointed in the right direction quickly:

Links to User Profile-Related Pages

Menu Item

Description

My User Profile

Opens the top-level user profile page

Personal Information

Shortcut to settings related to you, from your contact information through your skills and hobbies

Workspace Information

See information about your assigned access role and Team membership

General Preferences

Set your preferred language, time zone and locale

Notification Settings

Email Notifications

Choose when you are notified by email for the following events:

  • Something has been assigned to me

  • I am @mentioned in a record or conversation

  • A record I am following is updated or deleted

  • I get an email in the Communication Center

SmartSuite News & Updates

Choose which SmartSuite email updates you wish to receive:

  • Subscribe to SmartSuite news and updates

  • Subscribe to SmartSuite Newsletter

Change Password

Allows you to easily change your password if you're not authenticating with an external account (Google etc).

You can also create a SmartSuite login (setting a username and password) if you want to convert your account from an external login to a SmartSuite login.

API Key

Get your access token and use SmartSuite's REST API

Active Sessions

See or log out all of your active SmartSuite sessions

Login History

Review your login history to ensure that your workspace is safe and secure

Connected Emails

Review connected emails to the member.

Explore SmartSuite Links

Menu Item

Description

Help Center

Access the SmartSuite help center top-level page

Key Features

Brings you to a site outlining the key features of the platform.

Video Center

Browse our library of informational and how-to videos to get you started with SmartSuite.

Solution Templates

Browse hundreds of best-practices templates to kickstart your work.

SmartSuite Blog

Browse our library of blogs from Product Specialists, Partners, and our Founding Team.

Get Mobile App

Ask SmartSuite to send you a text that contains a link to our mobile app.

Keyboard Shortcuts

Gives a list of keyboard shortcuts to enhance efficiency.

What's New

View information about recent updates and enhancements to SmartSuite.

Other User Profile Menu Links

Menu Item

Description

Set Availability Status

Let other users know your status and when you might be available.

Workspace Administration

Users with the Administrator role access admin functions here.

Switch Workspaces

If you're a Member of multiple SmartSuite workspaces you can easily switch between them here.

Recycle Bin

See items that you have deleted and restore them if necessary.

Logout

Securely log out of the SmartSuite platform.

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