Open the solution's dropdown and choose Permissions, then pick Private to Me, All Members Have Full Access, Only These Teams Have Full Access or Advanced Permissions, which sets a level per member or Team from Full Access down to Viewer. Administrators and Solution Managers set permissions; Solution Managers are named in the solution settings.
Plan Availability | All plan types |
Permissions | Administrators and Solution Managers can configure Solution permissions. |
Platform | Web |
Related Reading |
What are Solution permissions?
Solution permissions define who can access individual Solutions and their associated data in SmartSuite. These permissions complement user roles to provide more specific access control. Permissions can be configured for individual members or teams, allowing precise control over Solution access.
Which permission levels exist?
1. Private to Me (default)
Restricts access to only the Solution creator and Workspace Administrators.
Ideal for creating and managing Solutions privately before sharing.
2. All Members Have Full Access
Grants all users in the workspace full access to the Solution.
Allows members to create, read, update, and delete all records.
3. Only These Teams Have Full Access
Limits access to specified teams.
Selected Teams will have full access to the Solution and its data (create, read, update, delete).
Suitable for department-specific Solutions, such as HR or Sales.
4. Advanced Permissions
Provides customizable access for individual members or teams.
Levels of access include:
Editor: Can create and edit their own records but only view others’.
Contributor: Can create and edit their own records; edit others only if assigned.
Assignee: Can view and edit only records assigned to them.
Commenter: Can view and comment on all records but cannot create or edit.
Viewer: Can view records but cannot create or edit.
Guests must be added to the Solution to have access to the records they are assigned
Note: Solution Managers always have full access and can adjust permissions as needed.
Permission matrix
Permission | Create Records | View Records | Edit Records | Delete Records | Comment | Follow |
Solution Manager | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Full Access | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Editor | ✅ | ✅ | Own Content | Own Content | ✅ | ✅ |
Contributor | Assigned Content | ✅ | Assigned Content | ❌ | ✅ | ✅ |
Assignee | ❌ | Assigned Content | Assigned Content | ❌ | ✅ | ✅ |
Commenter | ❌ | ✅ | ❌ | ❌ | ✅ | ✅ |
Viewer | ❌ | ✅ | ❌ | ❌ | ❌ | ✅ |
How do I set Solution permissions?
Steps
Access the Permissions Interface:
Open the desired Solution from the home screen.
Click the dropdown arrow next to the Solution name.
Select Permissions from the menu.
Choose a Permission Level:
Select one of the following options:
Private to Me
All Members Have Full Access
Only These Teams Have Full Access
Advanced Permissions
Configure Advanced Permissions:
If using advanced permissions:
Assign individual members or teams specific roles (Editor, Contributor, etc.).
Adjust permissions for each as needed.
Remember to click “Add” to add the new Member(s) or Team(s) to the list of assigned permissions.
Note: Switching between permission levels retains previous configurations, which can be restored when revisiting those settings.
How do I change or remove a permission?
Change a permission
Open the Solution Permissions dialog.
Locate the member or team whose permissions you want to change.
Adjust their permission level from the dropdown menu.
Remove a permission
Open the Solution Permissions dialog.
Click the X next to the member or team you want to remove.
The user or team will lose all access to the Solution unless they belong to another team with permissions.
How do I make a member or a Team a Solution Manager?
SmartSuite supports assigning Teams as Solution Managers (SMs), allowing multiple members to inherit management permissions through their team membership.
Availability:
This capability is available to all plan levels that support Team permissions.
Steps
Navigate to your Solution Settings.
Under Solution Managers, click the “+” button to add a new manager.
The selection dropdown now lists both individual members and Teams.
Select one or more Teams.
Each selected Team appears as a pill in the Solution Managers list.
All members of the selected Team(s) instantly inherit Solution Manager permissions.
Note: The “Everyone” Team does not appear in the list to prevent global permission assignment by mistake.
Remove a Team
To remove a Team’s Solution Manager permission:
In the Solution Managers list, click the “X” next to the Team pill.
All inherited permissions from that Team are immediately revoked.
SCIM
If your organization uses SCIM provisioning:
When a user is added to or removed from a provisioned Team, their Solution Manager permission updates automatically.
Deprovisioned users lose inherited permissions immediately upon removal.
This ensures permissions always reflect your current organizational structure.
What are common setups?
1. Private development
Scenario: A product team needs a private workspace to develop new features. Solution: Use Private to Me permissions to limit access to Solution creators and Workspace Administrators.
2. Department-only solutions
Scenario: HR wants a Solution accessible only to HR team members. Solution: Configure Only These Teams Have Full Access and select the HR team.
3. Mixed levels per team
Scenario: A cross-functional project requires varying access levels for different teams. Solution: Use Advanced Permissions to assign roles such as Contributor for Sales and Viewer for Marketing.
Frequently asked questions
Can a Contributor create new records?
Yes. A Contributor creates and edits their own records and edits other records only when assigned to them. An Assignee cannot create records.
How do I add a guest to a solution?
Choose Advanced Permissions, add the guest as a member and pick a level. Guests see only the solutions they are added to.
Can someone see only the records assigned to them, without editing?
The Assignee level shows only assigned records but allows editing them. A read-only level limited to assigned records is not among the solution levels; combine Assignee with field permissions (Professional and Enterprise) to lock the fields you do not want changed.
How do I make someone a Solution Manager?
In the solution settings, under Solution Managers, click + and select the member or a Team.
Which plans include Solution permissions?
All plans. Table and field permissions are on Professional and Enterprise; see SmartSuite Permissions.
Last verified 21 Oct 2026 against this article as Product wrote it in Oct 2025 (levels and matrix) and the SmartSuite Permissions article (plan lines)