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Solution Managers Overview / How to add or remove them
Solution Managers Overview / How to add or remove them

The Solution Manager role and how to add/remove them

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

SmartSuite offers a large number of Solution configuration options, allowing you to add Tables, manage those Tables, configure saved views, set up automations and much more. To configure a Solution, a user needs two types of permission:

  1. Their user role must be either Administrator or Solution Manager (learn more about Roles here).

  2. Unless the user has the Administrator role, they must be listed as a Solution Manager for that specific Solution.

It's important to know that users with the Administrator role can modify any SmartSuite workspace property, including all Solutions and their components. Very few users should have that capability in most environments.

Since Administrators have an all access pass, this article will focus on the Solution Manager Role and granting those users access to specific Solutions to give the right users the appropriate level of permissions.

SmartSuite Solution Managers

The original Solution Manager that creates a Solution becomes its first Solution Manager. Solution Manager have full access to the solution and its permissions settings, including the ability to add additional Solution Managers.

Only users with the Solution Manager role can be added as additional Solution Manager. Administrative role users can add additional Solution Managers at their discretion.

The Solution Managers are displayed in the footer of the Solution Permissions dialog in the bottom-right corner. Here is a Solution that has a single Solution Manager:

Hovering a Solution Manager's icon will display their name, like this:

Adding a Solution Manager

The Solution Creator - as the original Solution Manager - can add additional Solution Managers, just follow these steps:

  1. Open your Solution by clicking on its name from the home screen.

  2. Click on the downward arrow next to the solution name.

  3. In the dropdown menu, click Permissions.

  4. The Solution Permissions dialog will then be displayed.

  5. Click the plus sign (+) next to the list of Solution Managers.

  6. Enter part of the target user's name or just scroll to find their profile.

  7. Click on the profile name.

The selected user is instantly added as a Solution Manager, no need for a manual save. You can see the process in this display:

Removing a Solution Manager

If one of your Solution Managers moves on to a different assignment, you can easily remove them as Solution Manager. All it takes is for a current Solution Manager or Administrative user to click on their user icon in the Solution Manager list (you'll notice an X appears on the icon when you hover it). Click the X to remove them.

Important - if you are the last Solution Manager you cannot remove your own profile.

Also, even Administrators are prevented from removing the last Solution Manager - another user must be added prior to removing that user.

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