This page was a guide to the Solution Permissions dialog: the modes, the Advanced permission levels and three scenarios. That guide lives in Solution Permissions: who can see and edit, which walks the dialog top to bottom, mode by mode, with the Solution Managers section.
Here is the test: do you want to set who can open one solution and at what level? Go to Solution Permissions: who can see and edit. Do you want what each level allows, Full Access to Viewer? Go to Advanced Permissions. Do you want to limit one table, or some records in it? Go to Table Permissions or Dynamic Record Permissions.
Example: the Security lead built a Vendor Management solution and opens its permissions. The Security Team gets Full Access, the Procurement Team and the Finance Team get Viewer, and an external auditor is added for the audit window and removed after it. The Solution Permissions article carries those steps.
Plan Availability | All plan types, the Advanced permissions mode included. |
Permissions | Account Administrators and the solution's Solution Managers open the Solution Permissions dialog. A Solution Creator who is not a Solution Manager cannot. |
Platform | Web |
Related Reading |
What this page covered
The page opened with an overview of system roles and solution permissions. It then described the permission levels: Private to Me, All Members Have Full Access, Only These Teams Have Full Access and Advanced Permissions with its six levels. After that came the steps to open the dialog and set each mode, and Solution Managers assigned by Team. It closed with three scenarios: department-specific access, granular permissions for projects and open collaboration across Teams.
The same ground is covered once. Solution Permissions: who can see and edit is the dialog how-to, Advanced Permissions is the level card, and the roles that sit above both are in Roles in SmartSuite.
Note: A change in the Solution Permissions dialog applies the moment you make it. There is no Save button; a mode switch, an Add or a new Solution Manager takes effect at once.
Where the content lives
Open the dialog and pick a mode, Private to me through Advanced permissions: Solution Permissions: who can see and edit.
What each level allows, Full Access to Viewer: Advanced Permissions.
Workspace roles (Account Administrator, Solution Creator, General Access, Guest): Roles in SmartSuite.
Solution Managers, by member or by Team: Becoming a Solution Manager and Solution Managers Overview.
One table with a list of its own: Table Permissions.
Some records only, from the values in each record: Dynamic Record Permissions.
Everything one member can reach, solution by solution: Manage Members: Solution Access.
The map of the three permission levels: SmartSuite Permissions.
Tip: Grant to Teams, not to people. When someone joins or leaves a Team, their access in every solution that grants to that Team follows, with no change in the dialog.
Frequently asked questions
Where are the steps for the Solution Permissions dialog?
Where are the steps for the Solution Permissions dialog?
In Solution Permissions: who can see and edit. It takes the four modes in the dialog's order and ends with the Solution Managers section.
Did a permission level go away?
Did a permission level go away?
No. Advanced permissions offers six levels: Full Access, Editor, Contributor, Assignee, Commenter and Viewer. This page listed four of them in its steps. The full list is in Advanced Permissions.
Can Solution Managers be assigned by Team?
Can Solution Managers be assigned by Team?
Yes. Select + in the Solution Managers section and pick a Team; every member of that Team becomes a Solution Manager. The Everyone Team is not offered. See Becoming a Solution Manager.
Who can open the Solution Permissions dialog?
Who can open the Solution Permissions dialog?
Account Administrators, for every solution in the workspace, and the solution's Solution Managers. A Solution Creator who is not a Solution Manager of the solution does not see the Permissions item.
Last verified 31 Oct 2026.