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Security practices, authentication, access controls and the policy mirrors of the legal pages.

Security and policy

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

SmartSuite's DPA is published on the website (last modified 1 Jan 2026); enter into it through your account manager or the sales team.

SmartSuites Data Processing Addendum

SmartSuite's sub-processors by legal entity name, mirroring the website's Subprocessors page (24 Oct 2026), with purpose and location.

SmartSuite Subprocessors

SmartSuite passed a third-party HIPAA audit by Prescient Assurance and signs a BAA on Enterprise and Signature; how it supports FERPA.

HIPAA and FERPA Compliance

SmartSuite is GDPR-compliant, audited by Prescient Assurance, offers a DPA with the EU SCCs and hosts data in AWS Ohio or AWS Ireland.

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

Encryption in transit and at rest (AES-256), SOC 2 Type II, ISO/IEC 27001:2022, HIPAA and GDPR audits, AWS hosting and getting reports.

SmartSuite Security Practices

SmartSuite passed a third-party HIPAA audit by Prescient Assurance; the report is in the Trust Center and a BAA is available.

HIPAA at SmartSuite: audit report and BAA

SmartSuite passed a third-party GDPR audit by Prescient Assurance; the report is in the Trust Center and the DPA is on the website.

GDPR at SmartSuite: audit report and DPA

SmartSuite holds ISO/IEC 27001:2022 certification and a SOC 2 Type II attestation report; what each covers and how to get the documents.

ISO/IEC 27001 & SOC 2 Type II

Learn about SmartSuite policies, compliance and security practices.

Policy

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

Sign in with Microsoft accepts personal Microsoft accounts; Microsoft 365 work accounts sign in through SSO on Enterprise and Signature.

How can I manage Microsoft-based authentication and SSO in SmartSuite?

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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.

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