Free Training
Sign In

What is the "Guest" user role in SmartSuite

smartsuite Aug 02, 2023

One of the most underrated features of SmartSuite is the guest user. So many different CRM and no-code tools don’t allow you to share limited access inside your database for free, but in SmartSuite, we can! See how you can save time and improve efficiency with this unique feature! 

Discover how to collaborate with your team, stakeholders, and temps without additional costs. Learn how to set up guest user roles for read-only viewing and interactive communication within your solutions. I’ll also show you how easy it is to set up a guest user and what things look like from their perspective!

 

In this video, you’ll learn about:

  • Reviewing the SmartSuite Pricing Model
  • When is a good time to use the guest role
  • Viewing the Demo Solution
  • The difference between guest access and sharing a read-only app link
  • Adding a new guest user
  • Accepting and setting up the guest account
  • Assigning tasks to a guest
  • What access a guest has
  • Viewing User profile information
  • Limitations of Guest User 

If you found this helpful and want to give it a try yourself, please use our links below! πŸ‘‡

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! πŸ‘‡

Free Automation Training!

Learn how to build no-code automation and stop doing the same repetitive tasks!

We hate SPAM. We will never sell your information, for any reason.