Changing a Member's Role

Change a Member's role to give them just the right level of access to SmartSuite

Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartSuite supports three levels of access for Member Profiles, Account Administrator, Solution Creator, and General Access, assigning each user an access Role.

If individual Members need more or less capability in your SmartSuite workspace, you can change their Roles.

How do I change an existing user's role?

Easily done, just select the role you want to assign for that user in the Manage Members dialog - the new role is applied instantly.

Here are the steps:

  1. Log in as a Member (with the Administrator role).

  2. Click on your user profile icon in the upper-right-hand corner of the SmartSuite interface to open your user profile options.

  3. Click Workspace Administration in the menu.

  4. Select the Manage Members tab.

  5. Find the Member you want to change the role for.

  6. Select the desired role in that Member's row.

Can I change a user's Role in Manage User Profile Information?

You sure can! It just takes a few more clicks than changing it in the grid. From the Manage Members tab (described above), just do the following:

  1. Click on the Member name (the Manage User Profile Information dialog will open).

  2. Select the desired Role in Assigned Role.

  3. Click Update Profile Information.

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