The Solution Manager permission in SmartSuite provides users with the ability to configure and manage specific Solutions. This article explains its permissions and the steps to add or remove Solution Managers.
Plan Availability | All plan types |
Permissions | Requires Administrator role or existing Solution Manager access to modify permissions. |
Related Reading |
What is a Solution Manager?
Solution Managers have full access to a Solution and its configuration, including:
Adding or managing tables.
Configuring saved views and automations.
Adjusting permissions and adding additional Solution Managers.
Key Points:
Initial Solution Manager Assignment: The user who creates a Solution is its first Solution Manager.
Permissions:
Solution Managers can add other Solution Managers.
Any user with the General or Solution Creator can be made a Solution Manager.
Note that Administrator role Members can be specified as Solution Managers but it is not required - they already have Solution Manager-level permissions for all Solutions.
Administrators can add or remove Solution Managers.
A Note about Administrator Access:
Administrators have access to all Solutions and workspace properties.
Use this role sparingly to maintain secure and organized access.
Adding a Solution Manager
The current Solution Manager or an Administrator can add additional Solution Managers.
Steps to Add a Solution Manager:
Open the Solution from the Home Screen.
Click the downward arrow next to the Solution name.
Select Permissions from the dropdown menu.
In the Solution Permissions dialog:
Click the + (plus sign) next to the Solution Managers list.
Search for the user by name or scroll through the list.
Click the user’s profile to add them as a Solution Manager.
Result:
The user is instantly added as a Solution Manager, with no need for a manual save.
Removing a Solution Manager
When a Solution Manager changes roles or assignments, you can easily remove them.
Steps to Remove a Solution Manager:
Open the Solution Permissions dialog.
Hover over the user’s icon in the Solution Manager list.
An X will appear on the icon.
Click the X to remove the user.
Important Notes:
Last Solution Manager Restriction:
If you are the last Solution Manager, you cannot remove your own permission.
Administrators are also prevented from removing the last Solution Manager without assigning a replacement.
Add a new Solution Manager before removing the final user to ensure continued access.
Best Practices for Managing Solution Managers
Limit Administrators: Assign Administrator roles only to trusted users who require full workspace access.
Consider Multiple Managers: It is a best practice to have at least two Solution Managers per Solution to ensure continuity, particularly during the active development of the Solution.
Remove Solution Managers for Regular Operation: You can remove build-phase Solution Managers when your Solution moves to an in-production state to minimize the risk of unintended change.