Automations in SmartSuite help streamline workflows by handling common tasks such as sending notifications, assigning tasks, and adding comments automatically. This guide explains the permissions required to create, configure, and manage Automations.
Plan Availability | All plan types |
Permissions | Administrators: Full access to manage Automations. Solution Managers: Manage Automations for assigned Solutions. |
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Who Can Create and Manage Automations?
To create, modify, or delete Automations, users must have one of the following roles:
1. Administrators
Administrators have unrestricted access across all SmartSuite workspaces.
They can create, modify, and delete Automations in any Solution.
2. Solution Managers
Solution Managers can manage Automations for their assigned Solutions.
To check or modify Solution Managers, go to the Solution Permissions dropdown.
Practical Scenarios and Use Cases
1. Automating Task Assignments
Scenario: A project manager wants tasks to be automatically assigned based on task type.
Solution: Set up an Automation to assign users when a task type is selected, ensuring faster task delegation.
2. Deadline Notifications
Scenario: A team needs reminders for approaching deadlines.
Solution: Create an Automation that sends notifications to users when a task is due soon, preventing missed deadlines.
3. Enhancing Team Communication
Scenario: A sales team wants automatic updates when a deal progresses to the next stage.
Solution: Configure an Automation to add comments or notify stakeholders when a deal status changes.
With the right permissions, Automations can save time and improve efficiency across your SmartSuite workflows.