Start by role
A first-week checklist for Administrators, Builders and Members.
By Peter1 author3 articles
- Administrator's first week in SmartSuiteA ten-row checklist for the Administrator: workspace settings, members, roles, permissions, plan and limits.
- Builder's first week in SmartSuiteA ten-row checklist for the person who builds solutions: template, fields, views, linked records, automation, dashboard.
- Member's first week in SmartSuiteA ten-row checklist for a General Access member: sign in, the home page, My Work, records, comments, notifications, mobile.