Only two roles can create, change or delete automations: Administrators, in any solution, and Solution Managers, in the solutions they manage. Members with Full Access or lower see automations run but cannot edit them.
Plan Availability | All plan types |
Permissions | Administrators: Full access to manage Automations. Solution Managers: Manage Automations for assigned Solutions. |
Platform | Web |
Related Reading |
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.
What are common ways to use automations?
1. 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.
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.
3. Team updates
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.
Frequently asked questions
How do I make someone a Solution Manager?
Open the solution's settings, find Solution Managers, click + and pick the member or a Team. Every member of a selected Team inherits the role. See Solution Permissions.
Can a member with Full Access build automations?
No. Full Access covers records; automations need the Administrator role or the Solution Manager role for that solution.
Can a whole team be Solution Managers?
Yes. Add the Team under Solution Managers; members added to or removed from the Team (including through SCIM) gain or lose the role automatically.
Can an AI assistant create fields and automations for me?
Through the SmartSuite MCP Server an AI client acts with the permissions of the member whose credentials it uses, so that member needs the same role. See SmartSuite MCP Server.
Last verified 21 Oct 2026 against the Solution Permissions article (Solution Managers, Teams, SCIM) and the Automations Introduction article