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Workspace Administration
Workspace Administration
Learn about SmartSuite account management, billing options, and subscriptions
41 articles in this collection
Written by
Peter Novosel
and
Emma Montgomery
Workspace Management
Workspace Settings
Get insights into your SmartSuite workspace usage at a glance
Written by
Peter Novosel
Updated yesterday
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
Learn how to understand and manage billing for SmartSuite Workspaces
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 yesterday
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 Your Plan
Written by
Peter Novosel
Updated over a week ago
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