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What are Team Members?
What are Team Members?
Peter Novosel avatar
Written by Peter Novosel
Updated over a month ago

SmartSuite uses the term "Team Members" to refer to individual users of a specific SmartSuite workspace. Each member is assigned a role that determines their level of access and responsibilities within the workspace.

Plan Availability

All plan types

Permissions

Solution Managers: Role-based workspace permissions.

Related Reading

Members are what SmartSuite calls individual users of a particular SmartSuite workspace. Members are assigned a role, granting them either regular user, Solution Manager, or Administrative access to the workspace.

NOTE: Members are uniquely identified by the email address, and this address is the same for the member across different Workspaces.


Individual users can be Members of multiple SmartSuite Workspaces, giving them access to the content stored in each. This can be handy for organizations that have teams that started separate workspaces, allowing users to simply accept invitations to join other SmartSuite workspaces.

Note: Roles and permissions are assigned to Members per workspace, so an individual Member may have different levels of access to different workspaces.


How do I switch between workspaces?

Switching between two or more SmartSuite workspaces couldn't be easier - in fact, there are two ways to do it:

  1. Selecting the workspace from the company name dropdown menu on the home page

  2. Selecting Switch Workspace from the user profile menu


Practical Scenarios and Use Cases

1. Departmental Collaboration

Scenario: The Marketing team needs shared workspaces for campaigns and projects.

Solution: Create a "Marketing Team," assigning relevant members. This allows seamless collaboration on tasks, SmartDocs, and comments.

2. Project-Specific Access Control

Scenario: A company launches a new product and restricts access to related data.

Solution: Set up a private team for the product launch. Assign permissions to control who can view or edit sensitive information.

3. Cross-Functional Teams

Scenario: A team of engineers, designers, and managers collaborates on a new feature.

Solution: Create a "Feature Development Team," ensuring all roles have shared access to tasks and communication tools.

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