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.
Click Save Changes.
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.
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.