This is the checklist for a General Access member: ten tasks that take you from sign-in to working in records, comments, My Work and the mobile app. Nothing here needs a special role.
About 10 minutes to read; about 1 hour to do minutes.
Plan Availability | All plan types. |
Permissions | General Access. Guests and View Only members can do the tasks that their access allows. |
Platform | Web, Mobile iOS, Mobile Android |
Related Reading |
What does a member do in week one?
#. | Task. | Where. | Read. |
1. | Accept your invitation and sign in with your email and password, Google or Microsoft. | app.smartsuite.com/login. | |
2. | Find your way around the home page; if you have one solution it opens directly. | Home Page. | |
3. | Fill in your profile and set your time zone and notification preferences. | Profile menu in the upper-right corner. | |
4. | Open a solution, then a table, then expand a row to open a record. | Solution tabs and Grid View. | |
5. | See everything assigned to you and update a status from there. | My Work icon in the top panel. | |
6. | Leave a comment on a record and @mention a teammate. | A record's comments. | |
7. | Read your notifications and choose which ones reach your email. | Bell icon in the upper-right corner; Notification Settings in the profile menu. | |
8. | Star the solutions and views you use every day. | Star icon on a solution or view. | |
9. | Find any record across the workspace with Power Search. | Search in the top panel. | |
10. | Install the mobile app for records, views and comments on the go. | App Store or Google Play. |
What can I change, and what can I not?
You can edit the records, fields and views your permissions allow, create private views for yourself, comment, mention and star. You cannot change a solution's tables, fields or permissions unless you are its Solution Manager; ask the person who built it.
Frequently asked questions
I cannot see a solution my colleague mentioned. Why?
You do not have access to it yet. Solutions are shared with members or Teams by their Solution Manager or an Administrator; ask them to share it.
How do I see only my own tasks?
Open My Work from the top panel: every record, comment, checklist item and personal task assigned to you, grouped by due date.
Can I work offline?
No. SmartSuite needs an internet connection; a page you already opened stays visible for a short time, but changes need the connection.
What works in the mobile app?
Daily work with records, views and comments. Building and administration, automations, import, export and billing stay on the web.
Next step: What to do in week two.
Last verified 22 Oct 2026 against Logging In and Out, SmartSuite Home Page, Member Profile Menu, My Work, Notification Center, Starred Items, Power Search, Using SmartSuite Offline and SmartSuite Desktop vs Mobile