Quick Start Procedures

As a Community Owner within a SmarTeam - Community Workspace system, proceed as follows for a Quick Start to:

Introduction:  After a member has been added to your community and granted the correct permissions, he/she can immediately start using the community for all data management needs. Community members can create folders, add members, assign permissions and data to manage within the system.

To Create a New Community and Assign/Add Members:

  1. Log in to SmarTeam - Community Workspace then click on the Administration icon located in the top right corner to display the My Communities Administration page.
  2. In the My Communities Administration page, click New Community to display the Community Form.
  3. In the Community Form complete the fields for the community name and description.
  4. In the Community Form page, click Authorization to display the Community Authorization page.
    • Assign/Add members and/or groups to the new community and assign permissions applicable for the specific needs of each member in the community. (Members and permissions can also be assigned or updated at any time after creating the community.)
  5. After adding members/groups and performing all necessary authorizations in the previous step, click OK to save your permission changes and return to the My Communities Administration page. The new community is created that includes members and permissions assigned in steps 3 and 4 above.
  6. Click (Select Community) to return to the My Communities page - the new community is now listed in the My Communities list and visible to members assigned to this community.