Smart Share automatically shares client meetings with your team. When enabled, team members who didn't attend a meeting will see it in their workspace after the meeting date has passed.
This setting is team-level and can only be changed by a Master Admin. If you don't see the option, check your role with your team's admin.
How to change the setting
Go to My Settings.
Scroll to the Smart Share toggle.
Switch it on or off.
Your changes are saved automatically.
How Smart Share works
Meetings are shared with active team members only, guests and external users are excluded.
Shared meetings only become visible after the meeting date, so they don't appear prematurely in other users' workspaces.
Adding new team members later does not retroactively change visibility of past meetings.
Smart Share is team-specific.
It does not share meetings across different teams.
Why might a meeting not be Smart Shared?
Even with Smart Share enabled, some meetings may not appear in a team member's workspace. This can happen if:
The meeting has no attendee emails recorded
A client's personal and work emails don't match, preventing correct association
The team member is inactive, or is a guest/external user