Plan Availability | |
Permissions | General Access - All members can update their profiles. |
Related Reading |
Introduction
We designed My Member Profile to look and feel like a social network while integrating rich member information into the fabric of our work management platform.
Work is social. Personal connections, shared experiences, and collective, focused work are at the foundation of an organization's culture. However, forging new or deeper connections is more challenging in remote work settings, whether due to sudden shifts during a global pandemic or thoughtfully designed distributed teams.
Remote work, distributed teams, and global connections are realities of modern workforces. Member Profiles help build connections in this digital space. At SmartSuite, we use Member Profiles to manage work across 8 time zones, 4 continents, and 7 countries.
Accessing Your Member Profile
Access your Member Profile from any screen in SmartSuite by clicking your name in the top-right corner. This menu provides access to:
Personal information
Workspace usage details
Availability status
Setting Up Your Member Profile
All members, regardless of role, can personalize their profiles to share work history, skills, and interests with colleagues.
Configure your Profile
Add a Profile Picture: Include a profile photo to personalize your workspace.
Update Headline Information: Fill in details such as:
Title
Department
Member Type
Company
Choose a Cover Image: Select a custom image or pick one from the stock catalog.
Link Social Media Accounts: Add links to Facebook, Instagram, LinkedIn, and Twitter.
Set Your Availability Status: Reflect vacation or busy periods for better team coordination.
Add Personal Details: Share your hobbies, certifications, skills, and upload a biography (resume or CV).
Why Certifications and Skills Matter
Certifications and Skills are crucial in large organizations or contracting environments where matching members to roles based on experience is essential.
Member Profiles Uses
Provide Context for Users
Member Profiles are integrated throughout SmartSuite to enhance collaboration:
Assigned To Fields: Quickly view member profiles when assigning tasks.
Profile Avatars: Appear in comments, saved views, and active member lists.
Employee Directory
At the workspace level, Member Profiles act as an Employee Directory, enabling you to:
Find colleagues by location or department.
Access contact information easily.
View availability statuses for better coordination.
View a members locale
Global Search for Members
Use the SmartSuite power search bar to locate specific team members efficiently.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team needs access to shared workspaces for campaigns and projects.
Solution: Create a "Marketing Team" with relevant members, ensuring seamless collaboration on tasks, SmartDocs, and comments.
2. Project-Specific Access Control
Scenario: A company launches a new product and wants to restrict access to project-related data to key team members only.
Solution: Set up a private team for the product launch, assign specific permissions, and control access.
3. Cross-Functional Teams
Scenario: Engineers, designers, and product managers collaborate on a new feature.
Solution: Create a "Feature Development Team" to provide shared access to tasks and communication channels.
For more detailed guidance, visit Sharing Records.