The SmartSuite Home Page serves as your central hub, offering quick access to resources, navigation tools, and customization options to help you streamline your work.
Plan Availability | All plan types |
Permissions | Available to all members; some features require admin access. |
Related Reading |
Home Page Overview
The SmartSuite Home Page provides easy access to essential tools and features to enhance your workspace experience. Here's a breakdown of what you'll find:
SmartSuite Page Header
The header includes several key tools and navigation options:
Feature | Description |
Back to Home Page | Click the dot array or SmartSuite logo in the far-left corner to return to the home page. |
Power Search 🔎 | Search for content across your entire SmartSuite workspace. |
Custom Logo | Personalize your workspace by uploading a custom logo. Hover over the center logo to update it. |
On the right-hand side of the header, you'll find:
Member Directory: A comprehensive directory of your organization's team members.
Starred Items: Quickly access your favorite solutions, saved views, and records.
My Work: View all your tasks at a glance, pulled from across your workspace.
Notification Center: Manage notifications from all your solutions in one place.
Member Profile Menu: Access personal and workspace settings, billing info (admins), and member management tools.
Left Sidebar
The left-hand sidebar offers navigation and resource links:
Resource | Description |
SmartSuite Guides | Learn the basics of SmartSuite, including terminology and workflows. |
Schedule a Demo | Book a personalized demo to see how SmartSuite can benefit your organization. |
How-to Videos | Watch detailed tutorials to get started and explore platform features. |
Help Center | Access articles with in-depth information on SmartSuite features and best practices. |
Community | Connect with other users, ask questions, and share experiences. |
Academy | Strengthen your SmartSuite skills with productivity-focused training (coming soon). |
Webinars | View upcoming webinars and access past recordings on-demand. |
Template Gallery | Explore pre-built solutions created by experts across industries. |
Contact Support | Get assistance from the SmartSuite support team when needed. |
Get Mobile App | Access SmartSuite on the go with the iOS or Android app. |
What’s New | See the latest feature updates in SmartSuite on our public roadmap. |
Go to SmartSuite.com | Quickly return to the main SmartSuite website for plan details, partnerships, and more. |
Upcoming Events | Stay informed about upcoming events and access previous recordings to enhance your SmartSuite expertise. |
Customizing Your Workspace
Theme Color
Add a personal touch to your workspace:
How to Change: Hover over the main banner and click the Change Color icon in top right to choose your preferred color from the available options.
Tip: Match the theme to your company branding or personal preferences.
Customized Logo
Enhance your workspace identity with a custom logo:
Hover over the default logo in the banner and click Edit Logo.
Upload an image, crop it, and choose between circular or rectangular display shapes.
Recommended logo size is 340x120px.
Additional Features
Inviting Members (Admin Only)
Admins can invite new members directly from the My Workspace section:
Click Invite Members.
Use the familiar invitation dialog to send invites.
Upgrading Your Account (Admin Only)
The Home Page banner shows the remaining time in your trial.
Click Upgrade Now to transition to a paid plan.
Once your trial ends, your account moves to the Free Plan unless you upgrade to Team, Professional, or Enterprise.
Navigating to SmartSuite’s Website
Use the Go to SmartSuite.com link in the left sidebar to explore subscription plans, partner opportunities, and more.
Practical Scenarios and Use Cases
1. Quick Access to Resources
Scenario: You need a guide to set up your first workflow.
Solution: Use the SmartSuite Guides in the sidebar to get started.
2. Workspace Branding
Scenario: Your company wants its branding reflected in the workspace.
Solution: Update the theme color and upload a custom logo.
3. Managing Members
Scenario: You want to invite team members to a new solution.
Solution: Use the Invite Members option in the My Workspace section.