SmartSuite supports Folder Permissions, allowing Solution Managers and above to control access to folders within the Table. In this guide, we’ll walk you through the steps to configure folder visibility settings, manage permissions, and ensure secure collaboration.
Required Permissions
User Roles: Solution Managers and administrator role users
Accessing Folder Settings
Navigate to the Folder: Log in to SmartSuite and select the desired folder.
Open Folder Settings: Click on the new menu item called “Folder Settings”.
Configuring Folder Settings
1. Change Folder Name
Solution Managers can easily modify the name of a folder to better reflect its content or purpose.
2. Folder Visibility Settings
Choose from two visibility states:
Everyone: The folder is visible to all users (the default). All users with access to the table and its contents can see the folder and its Views.
Selected Members: The folder is visible only to those users who are selected by the Solution Manager.
3. Selected Members Setting
This advanced setting allows Solution Managers to fine-tune folder visibility. It consists of three sub-options:
Members: Individual users who should have access to the folder.
Teams: Specific teams that need access.
Permission Roles: Roles (such as “Editors,” “Viewers,” etc.) that define access rights.
Combining Selections
Users can combine selections within each of the three groups. For example:
Folder Visibility: Visible to Member A, Team B, and Editors.
All three options are connected using the AND operator.
Applying Permissions
Members Controls
The Members section lists individual users who can access the folder.
Click on the blue plus (+) icon to select Members.
Teams Control
Lists all teams that currently have access to the folder.
Click on the blue plus (+) icon to select Teams.
Permission Roles Control
Select one or more roles to allow access. Members who have one of the selected roles will see the folder and its Views.
Note: This control displays the entire set of permission roles, regardless of whether any members in the current table have them. For example, even if everyone in the table has Full Access, the Assignee role will still be listed.
SmartSuite’s Folder Permissions empower Solution Managers to set up granular access controls. By combining user selections and managing roles, you can ensure that folders are accessible to the right individuals and teams.
Remember to save your changes after configuring folder settings!