This Showcase shows how marketing agencies are using SmartSuite Permissions and Guest Access to give Clients and other Internal Reviews access to SmartSuite.
This Video's Chapters:
0:00 - Showcase Intro
0:27 - Downloading from Solution Library
0:41 - Client Access Overview
2:10 - Guest Access View + Features
4:13 - Why SmartSuite?
4:26 - Showcase Outro
Video Details:
Introduction
- Marketing showcase series using SmartSuite for client approval
- Downloadable solution template from the Showcase section of the Solution Library
Client Access Overview
- Inviting clients or internal members to the workspace
- Controlling permissions and access to solutions
- Removing access to specific apps like clients and contacts
- Using the "Assign To" field to assign records to the client for review
Guest Access View + Features
- Client's view of the workspace after accepting guest access
- Access limited to assigned solutions
- Viewing records and plans in a read-only state
- Making comments and communicating with the marketing team
- Exporting records for information
- Notifications for new assignments and updates
- Accessing the "My Work" section to see assigned records
- Viewing activity history and following records for updates
- Favoriting views and solutions for quick access
- Power search functionality for easy navigation and searching
Why SmartSuite?
- SmartSuite's permissions and guest access provide a great solution for clients and internal reviewers
- Clients can review marketing plans, tasks, projects, and work requests without occupying additional seats in the workspace
Showcase Outro
- Summary of permissions, guest access, and client approval process using SmartSuite
- Teaser for upcoming showcase videos on different use cases of SmartSuite in marketing