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SmartSuite is an AI-native work platform: a workspace of solutions, tables, records and fields for GRC, IT, projects and operations.

What is SmartSuite: One work platform for GRC, IT, projects and business operations

A workspace holds solutions; a solution holds tables; a table holds records; each record has fields. What each one is for.

How are workspaces, solutions, tables, records and fields related: Guide to SmartSuite's Structure

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SmartSuite Technical Requirements

Every term SmartSuite uses, A to Z, each with a one-line definition and a link to the article that explains it.

Glossary of SmartSuite Terminology

The home page groups your Solutions by Category in the layout you choose; members with one Solution open it directly at sign-in.

SmartSuite Home Page

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What the platform is, how workspaces, solutions, tables, records and fields fit together, and the words we use.

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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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