Add Members to SmarTeam - Community Workspace
A member with System Authorization or Community Authorization can add members to SmarTeam - Community Workspace and assign permissions for the new member, if applicable.
Members can be added from Internal Users or External Users.
Notes:
- A new member can always be added to SmarTeam - Community Workspace without assigning permissions.
- Permissions can be updated at any time by a member assigned with the correct authorization.
- Permissions assigned to a member can always be changed by any member assigned with System Authorization or Community Authorization
To add members to SmarTeam - Community Workspace:
The SmarTeam - Community Workspace System Authorization page displays two separate lists:
In the Member Card section, enter details in the fields, as applicable. Field names that include an asterisk (*)are mandatory fields that must be completed in order to be able to continue and save the new member in the system.
In the Permission List section, select the permissions that you want to grant to this member, as described in the following table:
- Click OK to add the new member to SmarTeam - Community Workspace - or click Cancel to abort - and return to the SmarTeam - Community Workspace System Authorization page.
- When you selected OK in the previous step, the new member was added to the System Members List with assigned permissions (if applicable).
- Repeat the above steps to add additional external members to your system, if necessary.
- After adding external members and permissions:
- Click Refresh to refresh the SmarTeam - Community Workspace System Authorization page.
(Any permission changes for members that have been made on the page since the last save will be disregarded.)
- Click Apply to save current changes for permissions assigned to a selected member and remain in the page to perform additional tasks.
- Click OK to save permission changes for members and return to the previous page.
- Click Cancel to abort any permission changes made and return to the previous page.