Workspace Administration

Learn about SmartSuite account management, billing options, and subscriptions

40 articles in this collection
Written by Peter Novosel and Emma Montgomery

Workspace Management

Manage Workspace Settings

Adjust your SmartSuite workspace information to reflect your organization

Written by Peter Novosel
Updated over a week ago

Your Profile

Managing your individual SmartSuite user profile

Written by Peter Novosel
Updated over a week ago

Workspace Preferences

Control the language and formatting of your SmartSuite content

Written by Peter Novosel
Updated over a week ago

Workspace Logo

Manage your SmartSuite Workspace logo to reflect your unique brand

Written by Peter Novosel
Updated over a week ago

Primary Contacts

How to add, edit, or remove primary SmartSuite contacts

Written by Peter Novosel
Updated over a week ago

Working Days

Manage the Working Days settings for your SmartSuite workspace to show when your team is available

Written by Peter Novosel
Updated over a week ago

Holiday Schedule

Make it easy to see upcoming events and major milestones for your organization

Written by Peter Novosel
Updated over a week ago

Plans & Billing Settings

View all the data about your plan and billing information

Written by Emma Montgomery
Updated over a week ago

Time and Date Personalization

Customize the display of time and date information

Written by Peter Novosel
Updated over a week ago

How to deactivate a Workspace

Written by Peter Novosel
Updated over a week ago

Canceling Your SmartSuite Workspace

Written by Peter Novosel
Updated over a week ago

Billing

SmartSuite Billing Basics

Everything you need to know about your workspace and billing process

Written by Peter Novosel
Updated over a week ago

Manage your Billing Details

Keep your billing information updated for uninterrupted SmartSuite service

Written by Peter Novosel
Updated over a week ago

Change your Plan's Billing Frequency

Change how you are billed for SmartSuite

Written by Peter Novosel
Updated over a week ago

Supported Payment Methods

Written by Peter Novosel
Updated over a week ago

Billing Contacts

Keep your billing contact information up to date

Written by Peter Novosel
Updated over a week ago

Failed or Late Payments

How to address problems with your SmartSuite payments

Written by Peter Novosel
Updated over a week ago

Sales Tax and VAT

SmartSuite's tax policies and procedures

Written by Peter Novosel
Updated over a week ago

Supported Billing Currencies

Written by Peter Novosel
Updated over a week ago

Can I get a Refund?

Written by Peter Novosel
Updated over a week ago

View, Download and Print Invoices

Written by Peter Novosel
Updated over a week ago

Plans

Select a Plan

Upgrade a SmartSuite free trial to a paid plan

Written by Peter Novosel
Updated over a week ago

SmartSuite Plans, Features and Pricing

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

Written by Peter Novosel
Updated over a week ago

Can I have multiple SmartSuite workspaces?

Written by Peter Novosel
Updated over a week ago

Free Trial Period and Plan

Take SmartSuite for a test drive, and see how it can help with all the work you do!

Written by Peter Novosel
Updated over a week ago

Upgrade or Downgrade a Paid Plan

Written by Peter Novosel
Updated this week

Teams

Introduction to Teams

Create teams to organize SmartSuite Members into groups for easy assignment

Written by Peter Novosel
Updated over a week ago

Creating and Managing Teams

How to create teams in SmartSuite and manage them

Written by Peter Novosel
Updated over a week ago

Deactivating/Reactivating a Team

Disable a Team so that it can no longer be selected

Written by Peter Novosel
Updated over a week ago

Deleting/Restoring a Team

Written by Peter Novosel
Updated over a week ago

Transaction and Storage Limits

SmartSuite Limits

Understand SmartSuite subscription plan limits and overages

Written by Peter Novosel
Updated over a week ago

Automation Action Limits

Understand SmartSuite subscription plan Automation Action limits

Written by Peter Novosel
Updated over a week ago

API Transaction Limits

Understand SmartSuite subscription plan API transaction limits

Written by Peter Novosel
Updated over a week ago

File Storage Limits

Understand SmartSuite subscription plan file storage limits

Written by Peter Novosel
Updated over a week ago

Members

What are Team Members?

Written by Peter Novosel
Updated over a week ago

Managing & Inviting Members

Onboarding made easy

Written by Peter Novosel
Updated over a week ago

Add or Reduce Licensed Users (Members)

Add or reduce total licensed Users (SmartSuite Members) from your subscription

Written by Peter Novosel
Updated over a week ago

Changing a Member's Role

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

Written by Peter Novosel
Updated over a week ago

Deactivating/Reactivating a Member

Written by Peter Novosel
Updated over a week ago

Authorization

Configuring Single Sign-On (SSO)

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

Written by Peter Novosel
Updated over a week ago