Organize your SmartSuite Members into groups for seamless collaboration, communication, and task assignment.
Plan Availability: | All plan types |
Permissions: | Administrators: Can create and manage teams. |
Related Reading: |
What Are Teams?
Teams in SmartSuite are groups of workspace Members designed to simplify permission management and collaboration. Solution Managers can easily grant access, and users can reference teams in comments or @mentions, fostering communication across the organization.
Examples of Teams
Here are some common teams you might create:
Sales
Marketing
HR
Product Development
Building Maintenance
Project [Project Name]
Customer Care
Administrative Staff
How to View Teams and Their Members
Member Directory
The Member Directory allows you to group Members by Team for an organized view. Navigate to the Member Directory to see all Members grouped under their respective Teams.
Member Profiles
You can view a Member’s Teams directly in their profile. Clicking a Team name will open a detailed list of all Team Members.
Key Features and Limitations
Team Mentions: Use
@TeamNameto notify all members of a Team.Maximum Teams: A SmartSuite workspace can have up to 100 Teams.
Everyone Team: Every workspace includes an "Everyone" Team that automatically includes all active Members.
Team Owners: Teams have designated Owners who can manage their membership.
Assign Permissions: You can use Teams to assign permissions in Solutions, Tables and at the Field level (subject to your SmartSuite subscription plan). All members of the Team will inherit the permissions granted to the Team.
NOTE: It is a best practice to assign permissions at the Team level, instead of to the individual Member. This way, you can easily manage the membership of the Team as your organization changes and evolves, instead of having to alter the permissions configuration across your Solutions.
Practical Scenarios and Use Cases
Streamlining Permissions
Scenario: Solution Managers need to grant access to a specific group of users quickly.
Solution: Create a Team for that group and assign permissions at the Team level.
Efficient Communication
Scenario: The HR department needs to announce a new policy.
Solution: Use the @HR Team mention in a comment to notify all HR members simultaneously.
Project-Specific Collaboration
Scenario: A cross-functional team is working on a new product launch. Solution: Create a "Project Launch" Team to centralize communication and task assignments for all members involved.