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:
SmartSuite News & Updates Choose which SmartSuite email updates you wish to receive:
|
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. |