SmartSuite

Peter Novosel

Emma Montgomery

Learn about SmartSuite account management, billing options, and subscriptions

Workspace Administration

Get insights into your SmartSuite workspace usage at a glance

Workspace Settings

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

Workspace Logo

How to add, edit, or remove primary SmartSuite contacts

Primary Contacts

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

Working Days

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

Holiday Schedule

Learn how to understand and manage billing for SmartSuite Workspaces

Plans & Billing Settings

Customize the display of time and date information

Time and Date Personalization

How to deactivate a Workspace

Canceling Your SmartSuite Workspace

Workspace Management

Everything you need to know about your workspace and billing process

SmartSuite Billing Basics

Keep your billing information updated for uninterrupted SmartSuite service

Manage your Billing Details

Change your Plan's Billing Frequency

Supported Payment Methods

Keep your billing contact information up to date

Billing Contacts

How to address problems with your SmartSuite payments

Failed or Late Payments

Sales Tax and VAT

Supported Billing Currencies

Can I get a Refund?

View, Download and Print Invoices

Billing

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 help with all the work you do!

Free Trial Period and Plan

Upgrade or Downgrade Your Plan

Plans

Understand SmartSuite subscription plan limits and overages

SmartSuite Limits

Understand SmartSuite subscription plan Automation Action limits

Automation Action 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

Changing a Member's Role

Deactivating/Reactivating a Member

Members

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