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Table Permissions

Setting up and managing Table level permissions, available Table permissions

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

Just like Solution permissions, a Member must be a Solution Manager for the Solution (or have the Administrator Role) to view or change Table Permissions. You can read more about changing a Member’s Role in this article.

Note: By default, Tables inherit their permissions from the Solution’s permissions. That is reflected in the Table Permissions modal, with the first of two options selected. This is what it looks like:

Table Permissions are optimistic

Note that if individual SmartSuite Members or Teams are assigned multiple permissions (they might be listed as an individual, as a member of one or more Teams, etc.) that Member will have the highest level of permission to the Table that has been assigned. It is important to remember that this does not include the permissions assigned at the Solution level - you are overriding the Solution permissions, not adding to them!

Why Table Permissions are useful

By configuring Table Permissions, SmartSuite Solution Managers are able to customize a Solution by further narrowing the permissions granted to users at the Solution level and granting individual Members or Teams more limited access.

This is useful in a variety of situations where you may want a broad population of users to access an Table or two, while holding back some of the data or internal workings of a department, team or other subset of your organization.

Available Table Permissions

Unlike Solution permissions, you’ll notice that there are two options available:

Inherit from Solution

This default mode allows permissions to just flow down from the Solution, allowing all Members with permissions to the parent Solution to have the same level of access that is specified there.

Override Solution Permissions

Select the Override Solution Permissions option to get started configuring permissions that are specific to your Table. This setting allows the Solution Manager to further restrict access to the selected Table.

Once this option is selected, only those permissions you grant in the interface that is displayed will apply - permissions are no longer inherited from the Solution outside of restricting the selection of Teams and Members to those that have ANY level of permission at the Solution level. It’s important to note that Members and Teams must have access to the Table's Solution to be available for selection.

When you add Members or Teams to the Table's permission list, you must specify a level of access. The following options are available:

  1. Full Access. The Members or Teams have full access to the records in the Table and can create, edit and delete any of them.

  2. Editor. The Members or Teams can create and edit their own records, but only view records created by other users.

  3. Contributor. The Members or Teams can create and edit their own records, but only edit other records if they are mentioned in an Assigned To field.

  4. Assignee. The Members or Teams can view and edit content they have been assigned, but cannot create, view, or edit any other content.

  5. Assignee+. The Members or Teams can view and edit content they have been assigned and create new content that is auto-assigned to them, but cannot view or edit any other content.

  6. Commenter. The Members or Teams can view all content but cannot create or edit any content.

  7. Viewer. The selected Members or Teams have read-only access to the records and cannot make any changes, create new records or delete existing ones.

As with Solution-level permissions, Members with the Administrator role or who have been added as Solution Managers for the current solution always have access to all data and configuration options within the Table.

Quick Table Permission Details

Permission Title

Paid User?

Create Records

View Records

Edit Records

Delete Records

Mark as Favorite

Follow

Comment

Full Access

Y

Y

Y

Y

Y

Y

Y

Contributor

Y

Y

Assigned Content

N

Y

Y

Y

Assignee

N

Assigned Content

Assigned Content

N

Assigned Content

Assigned Content

Assigned Content

Assignee +

Y

Assigned Content

Assigned Content

N

Assigned Content

Assigned Content

Assigned Content

Commenter

N

Y

N

N

Y

Y

Y

Viewer

N

Y

N

N

Y

Y

N

Configuring Table Permissions

Opening the Table Permissions interface is simple, just do the following:

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

  2. Click on the Table you want to set permissions for.

  3. Select the downward arrow next to the Table name.

  4. In the dropdown menu, click Permissions.

Leaving Override Solution Permissions selected with no teams or members specified will have the effect of restricting access to the Table to Members with the Administrator role and Solution Managers for the current Solution.

To grant Members or Teams access to the Table, follow these steps:

  1. Select one or more Members and/or Teams in any combination in the Add Teams or Members selector.

  2. Select the access level the group of Teams and/or Members should have.

  3. Click the Add button.

  4. Repeat this process for as many groups of Members and Teams necessary to provide the appropriate level of access to your Table.

  5. When you are finished, click the Save button to apply your Table permission settings.

You will see the Teams and Members you specified listed in the Table Permissions modal like this:

NOTE: Changes to permissions are not applied until you click Save. If you try to close or exit the Table Permissions dialog without saving your changes, you will be prompted to Exit without Saving or Save Changes.

Changing Table Permissions

If you ever need to change the permissions configured for an Table, simply open the Table Permissions dialog back up and you’ll have the option to do the following:

  • Add additional groups of Members and Teams to the permissions list - it will work exactly the same way as previously described in this article.

  • Change the permission level of a particular Member or Team by clicking on its permission name and selecting a different option.

  • Removing a Member or Team by clicking the X that appears at the right side of the row when you hover the individual or Team.

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