Quick Start to Managing Data

A SmarTeam - Community Workspace member assigned to a community folder(s) and granted the correct permissions for his/her needs, can enter straight into the specific community and start managing data or workflow processes via the Task Box page.

For a quick start to manage data:

  1. Select and enter the community in which you want to start working with data in a designated folder.
  2. In the toolbar, click on the Explorer (insert graphic) button to enter the Explorer page.
  3. In the Communities Tree (Browser), expand the tree to display all folders and locate the object that you want to manage. If necessary, run a search to locate the required object.
  4. After locating the object, click on it to display the object's Profile Card in the right side. After the Profile Card displays, an array of icons appears in the top right corner of the page.
  5. You can now proceed to manage the object by selecting the appropriate icon according to your assigned permissions.
  6. The following Object Management tasks can be performed on an object by a community member assigned the correct permissions: