Create new teams

Teams allow authors to see documents that are only relevant to them.

Who can use this?

Plans:

  • Brandfolder

Permissions:

Admins can create and manage teams.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

In Content Automation, an account is composed of several teams based on the organization’s needs. For example, teams might represent individual offices, retail locations, organizational departments, or geographical zones.

Teams allow authors to see documents that are only relevant to them. Authors can only access projects and documents that belong to their team.

You can also decide what resources each team can access based on your organization's needs. Admins can restrict access to resources like project kits, Content Automation assets, and template variations to only relevant teams.

Create a new team

  1. Navigate to the Users and Teams page from the main menu and select the Teams tab.
  2. Choose Add Team
  3. Give your team a unique name, and fill out the relevant team data. This data automatically populates smart inputs. For example, a team can be assigned a business email that automatically gets added to all marketing collateral.
    New team tab
  4. Save your team. This redirects you to the Users tab, where you can add members.   
  5. In the Settings tab, you can assign a team tag to automate permissions or set a default reviewer. You can also update the team data if required.

You can't delete a team with active projects. Before deleting the team, you must archive or reassign all team projects.