Organize your apps
Create app records with the identifiers and connections each product needs.
Apps, teams & shared context
SMARTLINKS / PORTFOLIO WORKSPACE
See the whole portfolio. Work on the right app.
Organize apps and move into their connected workspaces. Keep shared team access, app identity, and cross-app reporting close without losing the details of an individual product.
Your SmartLinks account. Your apps. One connected workspace.
A closer look at your workspace
✓
Built into your workflowStart with one product. Connect the rest when you need them.
ONE SHARED WORKSPACEExisting apps & dataTeam permissionsConnected toolsClear plan limits
WHAT’S INSIDE
Less jumping around.
More moving forward.
Start with the job in front of you. These focused tools share the app context you already have in SmartLinks.
Work with your team
Use existing team permissions and shared app access to keep responsibilities clear.
Move from broad to specific
Review cross-app context where available, then open the app and product that need attention.
FROM IDEA TO ACTION
A clear next step.
Then the next one.
Portfolio Workspace uses your existing app and account, so the work stays connected as you move through the process.
Read the practical guide ↗- 01
Add an app or select an existing workspace.
- 02
Configure its connections and team access.
- 03
Open the focused product needed for your next action.
GOOD TO KNOW
Start with the full picture.
What do I need to use Portfolio Workspace?
App and team capacity depends on your subscription. Shared access follows existing team permissions.
Do I need another SmartLinks account?
No. Sign in with your existing SmartLinks account and select an app you can access. Existing app ownership and team permissions still apply.
How does the subscription work?
This product uses your SmartLinks plan and its feature allowances. The pricing page shows current plans that include Portfolio Workspace. Choosing a different suite plan changes your shared subscription; it does not add a separate subscription for this product.
Compare eligible plans →Can I use the other products too?
Yes, when your plan and permissions include them. Your apps and connected services stay in the same SmartLinks workspace. Some workflows need additional provider setup.
Explore the product collection →YOUR NEXT GOOD MOVE
Make room for
your app’s next chapter.
Start with Portfolio Workspace. Keep the whole picture connected.
BETTER TOGETHER