Physical Security

Modernizing Physical Security Management

Protect people, assets, and facilities with a connected platform that unifies security operations, incident response, and risk prevention. SmartSuite helps organizations strengthen safety, streamline investigations, and enhance situational awareness across the enterprise.

One Platform for Connected Physical Security Management

SmartSuite centralizes security programs — from incident reporting and guard operations to access control and investigations — in one platform. Gain visibility into your security environment, improve response coordination, and maintain compliance with safety standards and policies.

Incident Tracking

Capture and manage security incidents with clear ownership and response steps.

Response Automation

Automate alerts, task assignments, and escalations for faster coordination.

Risk Visibility

Identify high-risk areas and trends with real-time metrics.

Compliance Reporting

Maintain audit-ready records and summaries with full traceability.

Core Capabilities of the  Physical Security Suite

SmartSuite connects security operations, personnel management, and compliance into one unified platform — ensuring organizations can protect people and assets more effectively.

Protect people, facilities, and assets with coordinated physical security operations.

Centralize security incidents, access controls, inspections, investigations, and remediation activities in one connected workspace. SmartSuite links physical security events to locations, risks, and corrective actions—providing real-time visibility, faster response, and consistent safety governance across the organization.

Centralize Security Operations

Unify incident, access, and guard operations in a single system to increase coordination and efficiency.

Highlights:

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    Centralized incident intake and workflow routing
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    Linked records for guards, shifts, and locations
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    Role-based dashboards for regional or site-level views

Enhance Incident Response and Investigations

Improve response speed and accuracy with automated alerts, task assignments, and digital evidence management.

Highlights:

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    Automated notifications for high-priority incidents
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    Linked task tracking and escalation workflows
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    Secure document and evidence storage

Strengthen Risk and Threat Management

Assess and mitigate risks proactively across physical assets, personnel, and environments.

Highlights:

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    Risk scoring by location or facility type
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    Linked threat categories and mitigation plans
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    Visual heatmaps and analytics dashboards

Automate Guard and Patrol Operations

Digitize daily security routines to increase accountability and visibility into field activity.

Highlights:

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    GPS-enabled patrol tracking and checkpoints
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    Shift scheduling and officer assignment automation
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    Mobile forms for real-time incident reporting

Gain Enterprise-Wide Security Intelligence

Measure and monitor key performance metrics to improve decision-making and demonstrate program effectiveness.

Highlights:

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    Security operations dashboards and KPIs
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    Response time and trend analysis
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    Data export for audits and compliance

Built For Modern Physical Security Teams

SmartSuite delivers enterprise-grade physical security management with consumer-grade usability. Choose the rollout path that fits your security operations today—and expand as locations, assets, and safety requirements evolve.

Start Small

Adopt a Single Capability

Begin with Incident Reporting, Access Reviews, or Safety Inspections—prove value fast and expand from there.

Scale Confidently

Roll Out a Full Category

Enable physical security operations end-to-end—connecting incidents, investigations, access controls, inspections, and remediation in one coordinated system.

Unify Everything

Deploy the Entire Physical Security Suite

Standardize safety and security governance with linked locations, assets, incidents, and dashboards—delivering faster response, stronger accountability, and real-time visibility across all facilities.

Frequently Asked Questions

Answers to the most common questions about SmartSuite’s Physical Security and Safety Management capabilities.

See How SmartSuite Connects Security Operations and Response

Experience how SmartSuite unifies incident tracking, facility management, and emergency response in one connected platform — helping teams coordinate faster, stay informed, and strengthen organizational safety.

The Connected Value of SmartSuite Physical Security Operations

Quantifiable improvements achieved when organizations centralize security incidents, patrol workflows, access oversight, and safety compliance within SmartSuite.

32%
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Source: ASIS International Physical Security Benchmark, 2023 — integrated incident systems reduced response time by 28–35%.

Faster Incident Reporting & Response Coordination

Centralized workflows, automated routing, and real-time notifications reduce response delays across security, facilities, and operations teams.

30%
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Source: NFPA & OSHA Compliance Workflow Study, 2023 — digital documentation tools lowered administrative effort by ~30%.

Reduction in Manual Safety & Compliance Documentation

Digitized inspections, mobile reporting, and automated logs eliminate paper-based processes and manual consolidation.

35%
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Source: Security Management Operational Intelligence Report, 2022 — centralized visibility improved oversight by 30–40%.

Improved Visibility Into Security Operations & Facility Readiness

Unified dashboards provide real-time insight into incidents, patrols, access events, safety tasks, and site-level risks.

28%
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Source: Deloitte Operational Risk & Safety Study, 2023 — standardized security workflows reduced incident-related failures by 25–30%.

Lower Risk of Safety, Security & Operational Failures

Structured incident workflows, automated compliance tasks, and standardized procedures reduce oversight gaps and improve readiness.

Key Benefits of the Physical Security Solution Suite

Physical security teams require real-time situational awareness, standardized procedures, and seamless coordination with facilities, operations, and risk teams. SmartSuite unifies physical security processes into one platform—improving response speed, compliance accuracy, and operational confidence.

Visibility, Situational Awareness & Facility Oversight

Unified Security Workspace

Centralize incidents, patrol logs, access activity, compliance tasks, vendors, and documentation.

Real-Time Security Dashboards

Monitor incident severity, locations, response status, and trends live.

Cross-Location Transparency

Compare risks, activity levels, and performance across sites and regions.

Access & Credential Oversight

Track access requests, badge activations, visitor logs, and approvals.

Risk & Threat Pattern Analysis

Identify recurring issues, high-risk zones, and emerging threats over time.

Integrated System Context

Link camera, alarm, and sensor data to incidents for deeper awareness.

Workflow Efficiency, Incident Response & Security Automation

Automated Incident Routing

Escalate high-priority incidents automatically to the right responders.

Digitized Patrol & Inspections

Run mobile patrols, inspections, and safety checks with automated reminders.

Compliance & Safety Automation

Standardize fire safety, OSHA checks, hazard reporting, and inspections.

Vendor & Guard Coordination

Manage contractors with structured workflows and performance tracking.

Contextual Incident Communication

Coordinate response using in-record chats, notes, attachments, and alerts.

AI-Assisted Security Reporting

Generate incident summaries, shift notes, and compliance reports with AI Assist.

Governance, Compliance, Safety & Operational Confidence

Audit-Ready Security Records

Maintain complete histories of incidents, approvals, and investigations.

Role-Based Information Controls

Protect sensitive data with permissions, encryption, SSO/2FA, and IP controls.

Emergency Response Governance

Standardize playbooks, escalation paths, and response protocols.

Incident Investigation Governance

Ensure consistent investigation and closure validation processes.

Scalable Facility Coverage

Support campuses, large facilities, and multi-region operations in one system.

No-Code Security Adaptability

Customize patrols, escalations, checklists, and dashboards without IT.

Improve Coordination, Visibility, and Response Times

SmartSuite helps security, operations, and facilities teams work together in real time.
Centralize communication, automate notifications, and gain complete situational awareness across every site.

How the SmartSuite Platform Powers Physical Security Operations

SmartSuite connects people, data, and processes across all physical security operations. With automation, dashboards, and AI insights, security leaders can prevent incidents, coordinate faster responses, and measure program performance in one centralized platform.

No-Code Configuration

Create and adapt incident, patrol, and access management workflows without IT involvement.

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Example:

A Security Director builds a new “Facility Access Exception Log” to track VIP and temporary access approvals.

Automation Engine

Automate incident reporting, alerts, and follow-ups to ensure timely response and accountability.

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Example:

When a high-priority incident is logged, SmartSuite automatically notifies the shift supervisor, creates tasks, and escalates if not acknowledged.

AI Assist for Physical Security

Summarize incident reports, generate risk insights, and produce post-incident review drafts.

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Example:

AI Assist analyzes monthly incident logs and produces a summary report highlighting trends and repeat offenders.

Linked Record Architecture

Connect incidents, personnel, patrol logs, and access data for a full operational picture.

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Example:

A single incident record links to related guards, location, and security system data for complete traceability.

Dashboards & Analytics

Monitor incident trends, response times, and patrol coverage in real time.

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Example:

CSOs review dashboards displaying “Incidents by Type,” “Response SLA Performance,” and “Monthly Patrol Completion Rates.

Integrations & APIs

Integrate SmartSuite with access control, CCTV, and HR systems to streamline operations.

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Example:

When a facility badge is deactivated in the HR system, SmartSuite automatically updates related security access logs.

Unify Incident and Security Operations

SmartSuite centralizes every aspect of physical security — from incident capture to response tracking — in a single platform. This integration provides real-time visibility across facilities, improves communication between field and command teams, and ensures consistent reporting.

Powered by :
Linked Records
Incident Workflows
Real-Time Updates
In-Record Collaboration

Automate Alerts and Response Workflows

Automations eliminate manual communication delays. When a security incident occurs, SmartSuite routes alerts to the right personnel, assigns tasks automatically, and tracks progress to resolution — ensuring fast, coordinated responses every time.

Powered by :
Approval Workflows
Automations
Task Management
Notifications

Visualize Security Trends and Risk Metrics

SmartSuite’s dashboards transform operational data into insights. Leaders can track incident types, identify high-risk areas, and measure response performance — creating a data-driven approach to physical security management.

Powered by :
Dashboards & Reporting
Global Filters
KPI Scorecards
Real-Time Updates

AI Assist and Compliance Drive Accountability

AI Assist simplifies report writing and executive summaries, while SmartSuite’s governance framework ensures every action is tracked and auditable. Together, they improve accuracy, reduce reporting time, and strengthen operational accountability.

Powered by :
AI Assist
Permissions & Access Controls
Activity History (Audit Trail)
Version History

The SmartSuite Platform:
Powered by Eight Interconnected Frameworks

The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.

Security and Governance, Built for Enterprise Scale

SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation.
Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action.
With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.

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Role-Based Access

Control visibility by user, role, or team.

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Authentication

SSO, 2FA, and IP restrictions built-in.

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Audit History

Track every change for 3+ years.

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Compliance

SOC 2, GDPR, and enterprise governance ready.

Work Seamlessly — Anytime, Anywhere, on Any Device

Stay connected and productive wherever you are.
SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.

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The Platform That Powers Modern Security Operations

SmartSuite integrates incident tracking, access control, and communication systems into one secure, connected workspace.
Automate alerts, track response progress, and manage facility data with confidence — all from a single platform.

Role-Based Capabilities for Higher Education Teams

SmartSuite is built for academic leaders, operations teams, finance offices, research administrators, and campus-wide staff.

Executive Leadership

Chief Security Officer (CSO)

Owns the organization’s physical security strategy, risk posture, and operational readiness.

  • Benefit Statement:

SmartSuite gives CSOs real-time visibility into incidents, trends, and response effectiveness across all facilities.

  • Benefit Source:

Executive dashboards, incident analytics, risk tracking, and audit trails.

How They Use It:

Security Oversight

Reviews incidents, response times, and threat trends across locations.

Risk Management

Identifies high-risk sites and recurring issues.

Executive Reporting

Delivers board-ready summaries on security posture and improvements.

Executive Leadership

VP/ Director of Physical Security

Oversees day-to-day physical security operations, policies, and teams.

  • Benefit Statement:

SmartSuite centralizes security operations into one system, improving consistency and control.

  • Benefit Source:

Incident workflows, dashboards, standardized procedures.

How They Use It:

Operational Management

Tracks incidents, patrols, and open actions.

Policy Enforcement

Ensures consistent execution of security procedures.

Performance Monitoring

Reviews KPIs such as response time and closure rates.

Security Operations & Response

Security Operations Manager

Manages security teams, shifts, escalations, and daily operational execution.

  • Benefit Statement:

SmartSuite improves coordination, accountability, and visibility across security operations.

  • Benefit Source:

Task workflows, escalation rules, operational dashboards.

Incident Coordination

Assigns responders and tracks progress to resolution.

Shift Oversight

Reviews workload and coverage across sites.

Escalation Management

Ensures high-severity incidents are handled promptly.

Security Operations & Response

Security Supervisor / Shift Lead

Oversees on-shift security staff and immediate incident response.

  • Benefit Statement:

SmartSuite provides supervisors real-time task visibility and clear escalation paths.

  • Benefit Source:

Mobile workflows, alerts, activity logs.

How They Use It:

Task Assignment

Dispatches guards and responders during incidents.

Situation Awareness

Monitors active incidents and updates.

Reporting

Reviews shift activity and handover notes.

Security Operations & Response

Security Officer / Guard

Performs patrols, responds to incidents, and enforces security protocols.

  • Benefit Statement:

SmartSuite simplifies reporting and ensures guards follow standardized procedures.

  • Benefit Source:

Mobile incident forms, checklists, notifications.

How They Use The Physical Security Solution Suite:

Incident Reporting

Logs incidents with photos, notes, and timestamps.

Patrol Execution

Completes scheduled patrols and inspections.

Real-Time Updates

Receives assignments and alerts instantly.

Facilities, Safety & Asset Protection

Facilities Director

Oversees buildings, infrastructure, safety, and facility operations.

  • Benefit Statement:

SmartSuite links physical security incidents with facilities context for faster resolution.

  • Benefit Source:

Linked records, dashboards, work orders.

How They Use It:

Facility Oversight

Reviews incidents tied to specific locations or assets.

Coordination

Aligns security and facilities response efforts.

Risk Reduction

Identifies facility-related security vulnerabilities.

Facilities, Safety & Asset Protection

Facilities Maintenance Manager

Manages repairs, inspections, and maintenance related to safety and security.

  • Benefit Statement:

SmartSuite centralizes work orders and compliance tracking.

  • Benefit Source:

Work order workflows, checklists, dashboards.

How They Use It:

Maintenance Coordination

Assigns and tracks repair tasks after incidents.

Inspection Tracking

Ensures safety and security inspections are completed.

Compliance Records

Maintains audit-ready maintenance history.

Facilities, Safety & Asset Protection

Asset Protection Manager

Protects physical assets, inventory, and high-value equipment.

  • Benefit Statement:

SmartSuite provides visibility into theft, loss, and asset-related incidents.

  • Benefit Source:

Incident logs, asset linkage, analytics dashboards.

How They Use It:

Loss Prevention

Tracks theft and damage incidents.

Asset Risk Analysis

Identifies recurring loss patterns.

Mitigation Planning

Coordinates corrective actions.

Governance, Risk & Compliance

Risk Manager (Physical Security)

Oversees physical security risks and mitigation strategies.

  • Benefit Statement:

SmartSuite connects incidents, controls, and remediation actions into one risk view.

  • Benefit Source:

Risk registers, linked incidents, dashboards.

How They Use It:

Risk Tracking

Logs and monitors physical security risks.

Mitigation Oversight

Tracks corrective actions and deadlines.

Reporting

Provides risk summaries to leadership.

Governance, Risk & Compliance

Compliance / Safety Officer

Ensures compliance with safety regulations, internal policies, and audit requirements.

  • Benefit Statement:

SmartSuite maintains audit-ready documentation and compliance workflows.

  • Benefit Source:

Audit trails, checklists, approvals, document management.

How They Use It:

Compliance Monitoring

Tracks inspections and regulatory requirements.

Incident Review

Reviews incidents for compliance gaps.

Audit Preparation

Provides complete evidence for audits.

External & Cross-Functional Roles

Third-Party Security Vendor Manager

Manages outsourced security providers and guard services.

  • Benefit Statement:

SmartSuite provides structured oversight of vendor performance and compliance.

  • Benefit Source:

Vendor records, SLAs, performance dashboards.

How They Use It:

Vendor Oversight

Tracks contractor activity and response quality.

Performance Reviews

Monitors SLAs and incidents tied to vendors.

Contract Compliance

Ensures vendors meet contractual obligations.

External & Cross-Functional Roles

Business Unit Leader / Site Manager

Oversees operations at a specific site or facility.

  • Benefit Statement:

SmartSuite gives site leaders transparency into security incidents and readiness.

  • Benefit Source:

Role-based dashboards, incident summaries.

How They Use It:

Site Awareness

Reviews incidents impacting their location.

Coordination

Works with security and facilities teams on resolution.

Local Reporting

Shares site-level updates with leadership.

Built for Every Role in Higher Education

Whether you’re an AVP, Institutional Effectiveness leader, Student Affairs director, department admin, or IT stakeholder — SmartSuite provides connected workflows for the work that keeps campuses running.

Flexible Pricing Designed for Every Organization

Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.

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User-Based Pricing

provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.

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Solution-Based Pricing

is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.

User-Based Pricing: Simplify Access Across Every Team

Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.

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    One per-user license for all SmartSuite solutions.
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    Ideal for organizations connecting workflows across departments.
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    Seamlessly scalable across teams and business functions.
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    Available in Team, Pro, and Enterprise plan tiers.
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Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
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Team
$12
seat / month
Total $36 / month billed annually
For teams that need a better way to manage workflows
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    SmartSuite AI
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    Min 3 Billable Users
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    Unlimited Solutions
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    5,000 Records per Solution
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    50GB of File Storage
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    30 Days Recycle Bin
Professional
$24
seat / month
Total $90 / month billed annually
For teams and departments who need more advanced features to manage their workflows.
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    SmartSuite AI
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    Min 5 Billable Users
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    Unlimited Solutions
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    100,000 Records per Solution
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    100GB of File Storage
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    45 Days Recycle Bin
Included Team Plan plus:
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    Folders
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    Gmail and Outlook Integrations
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    Advanced Permissions
Enterprise
$45
seat / month
Total $135 / month billed annually
For organizations that need scalable workflows with advanced features, security, and support.
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    SmartSuite AI
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    Min 10 Billable Users
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    Unlimited Solutions
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    400,000 Records per Solution
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    500GB of File Storage
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    60 Days Recycle Bin
Included Professional Plan plus:
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    SSO
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    SCIM User Provisioning
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    SCIM-Synced User Groups
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    Audit Logs
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    IP Address Restrictions
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    Data Loss Prevention (DPL)
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    European Data Residency
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    Premium Support

Solution-Based Pricing: Purpose-Built for Enterprise Scale

For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.

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    Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
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    Purpose-Built for Scale — Designed for enterprises managing thousands of users.
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    Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
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    Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
    and governance.
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Example:
A global bank licenses SmartSuite’s GRC Solution Suite for 12,000 users across multiple regions, integrating risk, compliance, and audit functions on a secure, unified platform — all within a tailored license framework that meets regulatory and performance requirements.
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GRC Solution Suite
Audit Management
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    Audit Management
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    Issues Management
Operational Resilience
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    Operational Resilience
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    Business Impact Analysis (BIA)
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    Incident Management
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    Crisis Management
Risk Management
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    Enterprise Risk Management:
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    Third-Party Risk
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    Vendor Portal
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    Cyber Threat Management
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    RCSA (Risk & Control Self-Assessment):
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    Issues Management
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    Business Structure
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    Contract Management
Compliance Management
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    Policy Management
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    Regulatory Change Management
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    SOC 2 Compliance
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    CRI Profile Compliance
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    Control Framework & Regulatory Libraries
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    Compliance Assessments & Testing
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    ESG & Sustainability Management

Compare Our Pricing Models

Access
Pricing Basis
Plans
Ideal For
Scalability
Governance
Flexibility
User-Based Pricing
All SmartSuite Solutions
Per active user license
Team, Pro, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Solution-Based Pricing (Enterprise)
Licensed Solutions Only
Per solution license
Enterprise-only, tailored
Large-scale or regulated enterprises
Add new solutions as needed
Enterprise-grade compliance and controls
Tailored by solution, region, or compliance scope

Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

What are the different SmartSuite plan types?

SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.

  • Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
  • Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
How does the Signature Plan differ from other plan types?

You can start by filling out the partner program registration form here.

Are there limits on automations, API calls, or usage?

By signing up to the Service Provider Partner Program you agree to our terms and conditions.

What onboarding, training, and support services are included?

There is no cost. However, there are additional eligibility requirements to join.

First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!

Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.

Can SmartSuite provide customized pricing for complex organizations?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

How can I get a customized quote for my organization?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

Flexible Pricing for Institutions of All Sizes

SmartSuite offers EDU pricing options that scale from departments to divisions to institution-wide site licenses — with guest user ratios ideal for faculty and staff collaboration.

Featured Resources

Explore through leadership, case studies, and insights from financial services leaders.

Trusted by Over

2,000 Organizations Worldwide

Flom Global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strenghten governance, and deliver measurable results.

How Schock Group Unified Field Ops, CRM, and Projects in One Platform

Schock Group

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How Det Andre Teatret Brought Clarity and Coordination to Its Creative Operations

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How Unicontrol Created a Global Lead Management Portal

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How Phlex Tek Centralized 90% of Operations

Design & MFG Firm – US

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How Tworks Centralized Order Fulfillment Across and Gained Workflow Control

Prototyping Hub – India

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SmartSuite Resources

Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.

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SmartSuite Academy

Learn. Build. Get Certified.
Access interactive courses, live sessions, and certifications to help you master SmartSuite and accelerate success across your organization.
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Demo Library

See SmartSuite in Action.
Browse short, on-demand videos that demonstrate how SmartSuite’s Solutions and features work — from automation setup to real-world use cases.
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Help When You Need It.
Access the knowledge base for best practices and step-by-step guidance, or connect directly with our support team for personalized assistance.
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See How Leading Companies Succeed with SmartSuite.
Explore real-world examples of how organizations use SmartSuite to connect teams, improve efficiency, and achieve measurable results.
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Feature Requests

Help Shape the Future of SmartSuite.
Submit new ideas, vote on upcoming features, and see what’s on our product roadmap — your feedback drives innovation.
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Community

Collaborate with Builders and Innovators.
Join thousands of SmartSuite users to share ideas, learn best practices, and collaborate on creative solutions for real-world challenges.
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Developer Resources

Build and Extend with SmartSuite.
Access APIs, SDKs, and integration tools to connect SmartSuite to your enterprise stack and develop custom extensions.
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Partners

Expand Your SmartSuite Ecosystem.
Connect with trusted implementation, consulting, and technology partners who bring deep expertise to help you scale faster.
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Security at SmartSuite

Enterprise Security You Can Trust.
Access detailed information on SmartSuite’s security architecture, compliance certifications, data protections, and enterprise-grade governance practices.
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Getting Started with SmartSuite

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Part 1: Navigation

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Part 2: Homepage

Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.

Part 3: Views

See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.

Part 4: Field Types

Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.

Part 5: Dashboards

Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.

Part 6: Automations

Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.

Part 7: Permissions

Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.

Part 8: SmartSuite AI

Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.

Part 9: Formula Field

Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.

Part 10: Power Search

Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.

Part 11: Notifications

Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.

Part 12: Starred Items

Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.

Resources to Help You Improve Campus Operations

Explore case studies, assessment guides, operational workflows, and research management templates built for higher education teams.