SmartSuite Support

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Learn about SmartSuite account management, billing options, and subscriptions

Workspace and billing

Adjust your SmartSuite workspace information to reflect your organization

Manage Workspace Settings

A Member Profile is your sign-in identity across workspaces; create one by signing up or accepting an invitation, then sign in.

Your Profile

Workspace Preferences set the default language, time zone and locale for new member profiles; members can override them.

Workspace Preferences

Administrators change the workspace logo from the Home Page: hover over the logo, select Edit Logo, upload a file up to 20 MB and crop.

Customizing Your SmartSuite Workspace Logo

Primary Contacts receive workspace notices; Administrators add, edit or remove up to four in Workspace Settings, keeping at least one.

Primary Contacts

Set the workspace working days and hours in Workspace Settings > Working Days; the default is Monday to Friday, 8:00 AM to 5:00 PM.

Working Days

Add your organization's holidays by year in Workspace Settings > Holiday Schedule so business-day calculations skip them.

Holiday Schedule

Manage billing for your SmartSuite Workspace with ease.

Plans & Billing Settings

Set your time zone and locale in My Profile > General Preferences; SmartSuite stores times in UTC and shows them in your zone.

Time and Date personalization

A workspace cannot be paused; reduce seats, downgrade or cancel it instead, and ask Support to delete the data permanently.

How to Deactivate a Workspace

Steps to close your workspace and important considerations.

Canceling Your SmartSuite Workspace

IP Restrictions limit sign-in to an allowlist of IP addresses or CIDR ranges; Enterprise and Signature, set in the Security tab.

IP Restrictions

The Usage page in Workspace Administration shows monthly automation runs and API requests, 12 months of history and auto-billing.

Workspace Usage: Stats and Management

Publish your SmartSuite logs to S3 for SIEM analysis or other activity tracking

Event Log Publication

Workspace Management

Upgrade a SmartSuite free trial to a paid plan

Select a Plan

Select where your workspace's data is stored — United States or European Union — when you create it.

Choosing Your Data Region

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

SmartSuite Plans, Features and Pricing

Yes: one Member Profile can belong to several workspaces; switch from the workspace name menu or the profile menu, or sign up for a new one.

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

Administrators change plans and billing frequency on the Plans & Billing page; upgrades apply immediately, downgrades at term end.

Upgrade or Downgrade Your Plan

How Enterprise and Signature plans are bought, how licensed seats are counted and shown, and how to change your seat count through Sales.

Enterprise & Signature: Plans, Billing, and Seats

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Plans

Understand SmartSuite subscription plan limits and overages

SmartSuite Limits

Every SmartSuite plan limit in one place: records, storage, fields, automations, API requests, email, imports and retention by plan.

Limits in SmartSuite

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

Everything you need to know about your workspace and billing process

SmartSuite Billing Basics

View and change the card and billing address on your workspace under Workspace Administration > Plans and Billing > Payment Information.

How do I update my payment method or billing address: Manage your Billing Details

Administrators switch between Pay Monthly and Pay Annually on the Plans & Billing page themselves; no request to support is needed.

Change your Plan's Billing Frequency

Pay by major credit card on any plan; Enterprise workspaces meeting a minimum fee can also be invoiced and pay by ACH, wire or check.

Supported Payment Methods

Billing contacts receive the emails about charges, renewals and plan changes; Administrators manage up to five on the Plans & Billing page.

Billing Contacts

After a failed payment, billing contacts are emailed at 7 and 14 days, primary contacts at 21, and the workspace is deactivated at 30 days.

What happens if my payment fails: Failed or Late Payments

When SmartSuite charges US sales tax or VAT, how your organization address sets it, and how to submit tax-exempt documents or a VAT ID.

Sales Tax and VAT

Can I get a Refund?

Find, download and print invoices under Workspace Administration > Plans and Billing > Billing History; Administrators only.

Where do I find my invoices: View, Download and Print Invoices

Eligible nonprofits and accredited educational institutions can apply for discounted SmartSuite subscriptions. Requirements and forms.

Nonprofit & Education Discount Program

How active, invited, available, inactive and deleted members count toward your licensed seats and billing, in one FAQ.

User Management FAQs

Manage your SmartSuite plans and invoices.

Billing

SmartSuite.com

Webinars

Join Office Hours

User Community

Product Roadmap

Video Center

Monthly Training Class Registration

SmartSuite Academy

What's New

Developer API

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Get iOS App

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Android App

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Contact support

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Community

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