Skip to main content
Roles in SmartSuite

Understand the three types of SmartSuite user roles, their capabilities, and how to set them up or change them

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

Plan Availability

All plan types

Permissions

Only Administrators can assign or modify roles.

Related Readings

Overview of User Roles

SmartSuite defines four roles for workspace Members, each with unique permissions:

  • Guest

  • General Access

  • Solution Creator

  • Workspace Administrator


Guest Role

The Guest role is a free user type with limited access to SmartSuite’s features. Guests can:

  • View and comment on records assigned to them through the "Assigned To" field.

  • Modify status fields and checklist items assigned to them.

  • Edit the Signature field

Notes:

  • Guests can update status fields from "My Work," the Record View, or the Grid View.

Guest Limits by Plan:

Plan

Guest User Limit

Free

1 guest user

Team

1 guest per paid Team user

Pro

Up to 3 guests per paid Pro user

Enterprise

Up to 5 guests per paid Enterprise user

General Access Role

The General Access role is assigned to most Members. These users can:

  • Access solutions, tables, and data as assigned to them or their Teams.

  • Utilize communication tools like @mentions and starred items.

  • Edit their profile information and view the Member Directory.

  • View, comment on, and download saved views.

  • Set their own status and view other users' statuses.

General Access Limitations:

  • Cannot modify solution configurations, table structures, or permissions unless assigned the Solution Manager permission.

Additional Capabilities for Solution Managers:

General Access users with the Solution Manager permission can:

  • Modify the Solution’s name, color, and icon.

  • Import data into tables and create or modify tables.

  • Link tables and create automations.

  • Configure permissions and restore deleted items.


Solution Creator Role

The Solution Creator role allows users to:

  • Create new solutions from templates or from scratch.

  • Automatically gain Solution Manager permissions for solutions they create (can be revoked later).

Additional Notes:

  • Solution Creators can lose access to their solutions if removed by another Solution Manager.


Workspace Administrator Role

The Workspace Administrator role grants the highest level of access, allowing full control over the workspace. Administrators can:

  • Manage all user accounts and invite new Members.

  • Configure Teams, tables, and fields.

  • Install and manage solution templates.

  • View and edit all saved views (including private views).

  • Access usage logs and disconnect users if needed.

  • Configure integrations (Google, Slack, etc.), language settings, holidays, and billing details.


Role Setup and Configuration

Assigning Roles to New Members

To assign a role to a new Member:

  1. Open the "Invite New Members" dialog on your Homepage or from your profile dropdown, select “Invite New Members.”

  2. Select the desired role from the dropdown menu.

  3. Complete the invitation process.

Changing Roles for Existing Members

To change a Member's role:

  1. From your profile dropdown, select Workspace Administration.

  2. Open the "Manage Members" dialog.

  3. Select the user whose role you want to change.

  4. Choose the new role, which will apply instantly.


Solution Managers

Solution Manager is a permission, not a role. It must be assigned per solution and provides administrative capabilities for that solution, such as:

  • Managing public views, tables, and fields.

  • Configuring field placements and automations.

  • Accessing and managing all data within the solution.

Read more about the Solution Manager permission in the article Becoming a Solution Manager.


Related Video Content

Did this answer your question?