The profile menu opens from your name and workspace in the upper-right corner of every SmartSuite page. It holds your profile and preferences, notification settings, API key, sessions and sign-in history, links to help and learning resources, and the Workspace Administration, Switch Workspaces, Recycle Bin and Log Out actions.
Plan Availability | All plan types. |
Permissions | Every member uses the menu for their own settings. The Workspace Administration item appears for Administrators only. |
Platform | Web |
Related Reading |
Where is the profile menu?
Select the area showing your name and workspace in the upper-right corner of the header. The menu slides open; select anywhere outside it to close it.
Which profile settings does it hold?
Menu item | What it does |
My User Profile | Opens your profile page. |
Personal Information | Your contact details, skills and hobbies. |
Workspace Information | Your role and Team membership in this workspace. |
General Preferences | Your language, time zone and locale. |
Notification Settings | Email notifications for assignments, mentions, followed records and Communication Center email, plus the SmartSuite news and newsletter subscriptions. |
Change Password | Change your password, or create a SmartSuite password if you sign in with Google, Microsoft or Apple. |
API Key | Your access token for the REST API. |
Active Sessions | See or end your active sessions. |
Login History | Review your sign-in history. |
Connected Emails | The email accounts connected to your profile. |
Which learning links does it hold?
Menu item | What it opens |
Help Center | The help center home page. |
Key Features | An overview of the platform's features. |
Video Center | The how-to video library. |
Solution Templates | The Solution Library. |
SmartSuite Blog | The blog. |
Get Mobile App | Sends a text message with a link to the mobile app. |
Keyboard Shortcuts | The list of shortcuts. |
What's New | Recent product updates. |
Which actions does it hold?
Menu item | What it does |
Set Availability Status | Tells other members your status and when you are back. |
Workspace Administration | Administrator functions; shown to Administrators only. |
Switch Workspaces | Moves to another workspace you belong to. |
Recycle Bin | Items you deleted, with the option to restore them. |
Logout | Ends your session. |
Last verified 22 Oct 2026.