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
Introduction
SmartSuite provides a robust solution for managing client approvals within marketing campaigns. This tool is part of our marketing showcase series and includes a downloadable solution template available in the Showcase section of the Solution Library. It offers a streamlined approach to client interactions by integrating permissions and guest access features.
Client Access Overview
SmartSuite allows you to invite clients or internal members to your workspace while controlling their permissions and access to specific solutions. You can remove access to certain apps, such as clients and contacts, ensuring that sensitive information remains secure. The "Assign To" field is used to assign records to clients for review, facilitating structured collaboration.
Guest Access View + Features
Once clients accept guest access, they have a tailored view of the workspace with access limited to assigned solutions. Clients can view records and plans in a read-only state, make comments, and communicate with the marketing team. They can also export records for information and receive notifications for new assignments and updates. The "My Work" section allows clients to see assigned records, view activity history, and follow records for updates. Clients can also favorite views and solutions for quick access, utilizing the Power Search functionality for easy navigation.
Why SmartSuite?
SmartSuite's permissions and guest access features provide an excellent solution for clients and internal reviewers. Clients can review marketing plans, tasks, projects, and work requests without occupying additional seats in the workspace. This enhances collaboration while maintaining security and control over sensitive data.
Showcase Outro
In summary, SmartSuite offers a comprehensive system for managing permissions, guest access, and client approvals effectively. Stay tuned for upcoming showcase videos that will explore different use cases of SmartSuite in marketing, demonstrating its versatility and power as a collaborative tool.
