Plan Availability | All plan types |
Permissions | General Access: View and search the Member Directory. |
Related Reading |
Overview
Organizations of every shape, size, and location enjoy a comprehensive employee directory built directly into SmartSuite. Team members connect and add to your culture through member profiles that mix work and life details.
Team members can craft their work profiles, adding pictures, personal and professional interests, and more.
Profiles allow individuals to control how they introduce themselves, fostering better collaboration whether working remotely or in the office.
Key Features
1. Enrich Profiles with Skills and Experiences
Add skills and experiences to your profile, making it easy to find the best resource for any task or project.
Search the Member Directory for specific skills, experience, hobbies, and more.
How to Add Skills and Experiences
Follow these steps to update your skills and experiences in your profile:
Open Your Profile:
Click on your profile icon in the top left corner of your screen.
Access Personal Information:
Navigate to the "Personal Information" section.
Edit Your Details:
Click the "Edit" button in the top right corner.
Update Your Information:
A new view will open, allowing you to manage your personal details, including Skills, Experience, Location, Hobbies and more
Save Your Changes:
After making updates, ensure you save the changes to reflect them in your profile.
2. Real-Time Collaboration Indicators
Quickly view team members online and available to collaborate in real time.
Green dots: Online.
Red dots: Away.
Support geographically distributed teams by displaying the local time for each co-worker.
How to Check Team Availability:
Open the Member Directory:
Click the Member Directory icon in the upper right corner of your workspace.
Hover over the icon to confirm it says "Member Directory." Select the icon.
View Status Indicators:
The directory will display each member’s availability (green or red dot) and their local time.
3. Pre-Built Views for Easy Navigation
Flip between pre-built views to see team members by:
Department
Location
Role
Time zone
Status
Team
Simplify understanding of who to contact for specific needs.
How to Access Pre-Built Views:
Open the Member Directory:
Click the Member Directory icon in the upper right corner of your workspace.
Select a View:
On the right-hand side of the directory, click "Display."
Choose from the pre-built categories to filter and view team members accordingly.
Mini-Profiles for Quick Access
Hover over any member assignment to view a mini-profile with:
Basic contact information.
Status dot indicating online availability.
Click the pop-up to view their entire profile.
Download and save member profiles to your contacts with a single click.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team needs access to shared workspaces for campaigns and projects.
Solution: Use the Member Directory to identify and connect with team members who have relevant skills and availability.
2. Quick Resource Identification
Scenario: A project manager needs someone with video editing skills for a time-sensitive task.
Solution: Search the Member Directory for "video editing" and find the right person instantly.
3. Cross-Time-Zone Communication
Scenario: An international team needs to collaborate effectively across time zones.
Solution: Use the directory to check local times and real-time statuses to schedule calls and meetings efficiently.