Resources
Learn a CrystalSlate workflow before you make changes.
Start with a task guide, then use the support and security pages when you need help or want to understand the safety boundary.
Help & Tips
A full guide to the workspace, safe testing practices, and the tools behind each workflow.
Getting Started
Prepare your Smartsheet account, choose safe test targets, and run your first review pass.
Roles & workflow access
See how CrystalSlate tailors Start and navigation for regular users, Group Admins, System Admins, trials, and paid access.
Trial, billing & seats
Understand read-only trial limits, multiple-seat purchasing, Stripe billing, invitations, and subscription changes.
First inventory review
A small, read-only pass for understanding visible sheets, owners, paths, and cleanup candidates.
Bulk cleanup checklist
Scope, approve, confirm, and record Smartsheet bulk cleanup work before changing many items.
Group membership cleanup
Review group purpose, members, and domains before applying approved membership changes.
Offboarding review
Prepare ownership, access, group, and handoff checks before a team member leaves or changes role.
Security & Data Handling
How CrystalSlate approaches access, tokens, role-aware behavior, and support safety.
Support
Where to go when something is unclear, what to include, and what never to send.
Current release status
The application is available as a controlled owner-tested launch candidate. Transactional email approval, the complete Stripe staging matrix, retention approval, monitoring, and backup verification remain before broader customer invitations.