SmartSuite Support

Integrated help panel, webinars, live demos, help articles, real-time chat, and more

Where do I find help with SmartSuite: Support resources

Accessing SmartSuite Support and Self-Service Resources

How do I contact SmartSuite support: In-product chat and self-service help

How do I report a bug to SmartSuite: What to include

Open the messenger bubble, choose View/Request New Feature, search the Idea Exchange, vote on an existing request or add your own.

How do I request a feature or vote on one: Submitting Feature Requests

Where to ask, which space fits your question, the guidelines, and how to write a first question that gets an answer.

How do I use the SmartSuite Community?

Open the chat button in the lower-right corner and scroll to the status block to see system status, 30 days of history and subscribe.

Why can't I reach SmartSuite or is it down for everyone: Check the service status

Open the developer console in Chrome, Edge, Firefox or Safari, screenshot it and save its output to a file for your support request.

Fix: support asked for console errors: Open your browser's console

Peter Novosel

Brian Dollen

Emma Montgomery

How to reach support, report a bug, request a feature, check the service status and use the community.

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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.