SmartSuite

Emma Montgomery

Learn about SmartSuite Solutions and how to manage them

What is a SmartSuite Solution & how to add, access, and manage them

Get started quicker with our pre-built industry class solutions to support your processes, projects and specific use cases

Easily delete the demo data after you customize your solution

Document your process through SmartSuite Solution Guides

Share solutions and their data outside of SmartSuite and copy your Solutions into different workplaces

Visualize all your Workspace Solution's Apps, Fields, and Relationships

Unlock the full power of SmartSuite to customize workflow, bolster unique processes and visualize data for improved business intelligence

Pick a color to visually distinguish your solution and select a relevant icon

Creating your custom workflow in solutions

Link Solutions together to eliminate duplication, share data and create powerful workflows

Make a copy of an existing Solution to utilize similar structure and save time developing new workflows

The Solution Manager role and how to add/remove them

How to use Solution permissions to give the right level of access to members and your teams

Find answers and get help from Intercom Support and Community Experts

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