SmartSuite

Brian Dollen

Peter Novosel

Emma Montgomery

Learn about SmartSuite account management, billing options, and subscriptions

Account

Adjust your SmartSuite workspace information to reflect your organization

Manage Workspace Settings

Managing your individual SmartSuite user profile

Your Profile

Control the language and formatting of your SmartSuite content

Workspace Preferences

Manage your SmartSuite Workspace logo to reflect your unique brand

Customizing Your SmartSuite Workspace Logo

How to add, edit, or remove primary SmartSuite contacts

Primary Contacts

Manage the Working Days settings in your workspace to ensure tasks, due dates, and scheduling processes align with your team’s availability.

Working Days

Easily track holidays and major milestones for your organization by configuring your holiday calendar in SmartSuite.

Holiday Schedule

Manage billing for your SmartSuite Workspace with ease.

Plans & Billing Settings

Managing Time Zone and Locale in SmartSuite

Time and Date personalization

How to Deactivate a Workspace

Steps to close your workspace and important considerations.

Canceling Your SmartSuite Workspace

Find out more about our IP Address Restrictions feature inside the Security tab of the workspace administration.

IP Restrictions

Understand and manage your SmartSuite Automations and API usage

Workspace Usage: Stats and Management

Workspace Management

Upgrade a SmartSuite free trial to a paid plan

Select a Plan

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

SmartSuite Plans, Features and Pricing

Can I have multiple SmartSuite workspaces?

Take SmartSuite for a test drive and see how it can transform the way you work! Here’s everything you need to know about our free trial.

Free Trial Period and Plan

Upgrade or Downgrade Your Plan

Plans

Understand SmartSuite subscription plan limits and overages

SmartSuite Limits

Automation Limits

Understand SmartSuite subscription plan API transaction limits

API Transaction Limits

Understand SmartSuite subscription plan file storage limits

File Storage Limits

Transaction and Storage Limits

Create teams to organize SmartSuite Members into groups for easy assignment

Introduction to Teams

How to create teams in SmartSuite and manage them

Creating and Managing Teams

Disable a Team so that it can no longer be selected

Deactivating/Reactivating a Team

Deleting/Restoring a Team

Teams

What are Team Members?

Managing & Inviting Members

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

Add or Reduce Licensed Users (Members)

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

Managing User Roles in SmartSuite

Deactivating/Reactivating a Member

Members

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

Artem Kunytsia

Authorization

SmartSuite.com

Webinars

Join Office Hours

User Community

Product Roadmap

Video Center

Monthly Training Class Registration

SmartSuite Academy

What's New

Developer API

Blog

Get iOS App

Careers

Android App

Engage

Community

Resources

Company

Academy

Find answers and get help from Intercom Support and Community Experts

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