SmartSuite Support

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Manage your account, members, billing, security, limits and policies.

Administer

Free Plan Sunset Guide

Learn about SmartSuite account management, billing options, and subscriptions

Account

Adjust your SmartSuite workspace information to reflect your organization

Manage Workspace Settings

Managing your individual SmartSuite user profile

Your Profile

Control the language and formatting of your SmartSuite content

Workspace Preferences

Manage your SmartSuite Workspace logo to reflect your unique brand

Customizing Your SmartSuite Workspace Logo

How to add, edit, or remove primary SmartSuite contacts

Primary Contacts

Manage the Working Days settings in your workspace to ensure tasks, due dates, and scheduling processes align with your team’s availability.

Working Days

Easily track holidays and major milestones for your organization by configuring your holiday calendar in SmartSuite.

Holiday Schedule

Manage billing for your SmartSuite Workspace with ease.

Plans & Billing Settings

Managing Time Zone and Locale in SmartSuite

Time and Date personalization

How to Deactivate a Workspace

Steps to close your workspace and important considerations.

Canceling Your SmartSuite Workspace

Find out more about our IP Address Restrictions feature inside the Security tab of the workspace administration.

IP Restrictions

Understand and manage your SmartSuite Automations and API usage

Workspace Usage: Stats and Management

Publish your SmartSuite logs to S3 for SIEM analysis or other activity tracking

Event Log Publication

Workspace Management

Upgrade a SmartSuite free trial to a paid plan

Select a Plan

Select where your workspace's data is stored — United States or European Union — when you create it.

Choosing Your Data Region

Learn about SmartSuite Plans, their pricing, and all of the features they include

SmartSuite Plans, Features and Pricing

Can I have multiple SmartSuite workspaces?

Take SmartSuite for a test drive and see how it can transform the way you work! Here’s everything you need to know about our free trial.

Free Trial Period and Plan

Upgrade or Downgrade Your Plan

How Enterprise and Signature plans are bought, how licensed seats are counted and shown, and how to change your seat count through Sales.

Enterprise & Signature: Plans, Billing, and Seats

Piercen Reid

Plans

Understand SmartSuite subscription plan limits and overages

SmartSuite Limits

Every SmartSuite plan limit in one place: records, storage, fields, automations, API requests, email, imports and retention by plan.

Limits in SmartSuite

Automation Limits

Understand SmartSuite subscription plan API transaction limits

API Transaction Limits

Understand SmartSuite subscription plan file storage limits

File Storage Limits

Transaction and Storage Limits

Create teams to organize SmartSuite Members into groups for easy assignment

Introduction to Teams

How to create teams in SmartSuite and manage them

Creating and Managing Teams

Disable a Team so that it can no longer be selected

Deactivating/Reactivating a Team

Deleting/Restoring a Team

Teams

What are Team Members?

Invite members by email from Manage Members, check and resend invitations, export the member list, and edit roles, types and teams.

How do I invite and manage members: Managing & Inviting Members

Add members and pay pro rata for the rest of the term, or lower the count by deleting or deactivating members from the next interval.

How do I add or remove paid seats: Add or Reduce Licensed Users (Members)

Change a Member's role to give them just the right level of access to SmartSuite

Managing User Roles in SmartSuite

Set a member's status to Inactive to block sign-in while keeping their profile and history; set it back to Active any time.

How do I deactivate or reactivate a member: Deactivating/Reactivating a Member

Members

Learn how to configure your SmartSuite workspace for SSO to increase security and help your users be more efficient

Configuring Single Sign-On (SSO)

Two-Factor Authentication

How to configure System for Cross-domain Identity Management (SCIM) for your SmartSuite workspace

Configuring SCIM

This guide outlines common SSO login scenarios, expected behavior, and step-by-step solutions

SSO Login Issues and Recovery Scenarios

Assigning SmartSuite Member Roles via SCIM

Give your integrations their own seat-free identity with scoped, revocable API key or OAuth credentials

Service Accounts in SmartSuite

Enterprise security controls: IP restrictions, SSO, SCIM, audit logs, session management and Microsoft 365 DLP, and which plans have them.

Enterprise Security and DLP Controls in SmartSuite

Authorization

Everything you need to know about your workspace and billing process

SmartSuite Billing Basics

View and change the card and billing address on your workspace under Workspace Administration > Plans and Billing > Payment Information.

How do I update my payment method or billing address: Manage your Billing Details

Change your Plan's Billing Frequency

Supported Payment Methods

Keep your billing contact information up to date

Billing Contacts

After a failed payment, billing contacts are emailed at 7 and 14 days, primary contacts at 21, and the workspace is deactivated at 30 days.

What happens if my payment fails: Failed or Late Payments

When SmartSuite charges US sales tax or VAT, how your organization address sets it, and how to submit tax-exempt documents or a VAT ID.

Sales Tax and VAT

Can I get a Refund?

Find, download and print invoices under Workspace Administration > Plans and Billing > Billing History; Administrators only.

Where do I find my invoices: View, Download and Print Invoices

Eligible nonprofits and accredited educational institutions can apply for discounted SmartSuite subscriptions. Requirements and forms.

Nonprofit & Education Discount Program

User Management FAQs

Manage your SmartSuite plans and invoices.

Billing

SmartSuite is unavailable in regions under US sanctions; export each table to CSV, Excel, Google Sheets or PDF before access ends.

What if SmartSuite is restricted in my region: Regional Access Restrictions

SmartSuites Data Processing Addendum

SmartSuite Subprocessors

Ensuring compliance with federal data privacy laws for healthcare and education.

HIPAA and FERPA Compliance

SmartSuite complies with GDPR, offers a DPA with standard contractual clauses, and hosts data in AWS Ohio (US) or AWS Ireland (EU).

Is SmartSuite GDPR compliant and where is my data hosted: SmartSuite and GDPR

Ensuring the security and privacy of your data.

SmartSuite Security Practices

Explore our attained certifications demonstrating our commitment to fortifying data security

 ISO/IEC 27001 & SOC-2 Type 1

Learn about SmartSuite policies, compliance and security practices.

Policy

SmartSuite.com

Webinars

Join Office Hours

User Community

Product Roadmap

Video Center

Monthly Training Class Registration

SmartSuite Academy

What's New

Developer API

Blog

Get iOS App

Careers

Android App

Status

Contact support

Engage

Community

Resources

Company

Academy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.