With our intuitive Permissions feature, you can effortlessly manage access to your business workflows. Ensure the right people have the right access, fostering collaboration while maintaining security and control.
Access to your work in SmartSuite is set up by providing permissions to view, edit or create data for workflows and projects.
Team members can see and interact with content they have explicitly been granted permission to, and can be limited to read-only views into important or sensitive information. By granting the right permissions, you promote collaboration in a structured manner.
Great team collaboration starts with making sure the right people have the right access to workflow content. It’s not about taking permissions away from people - it’s simply about making sure the correct users can view and edit different content in a secure way.
SmartSuite makes it easy to set permissions for everyone in your account, allowing the correct team members to view, edit or collaborate.
It's easy to grant Teams umbrella permissions in SmartSuite. Like three clicks max easy. Only the teams you choose will be able to actually see, edit and collaborate in the selected workflow.
As you add or remove members from a team, their permissions are automatically updated.
Some solutions require more advanced permissions — and SmartSuite makes it easy to manage those. Grant more restrictive access to everyone, specific members or entire teams.
The available permission levels are Full Access, Editor, Contributor, and Viewer.
Control who can see or interact with data in a single field in a workflow.
Field-level permissions allow you to limit or remove access to content in a specific field.
For instance, you can restrict employees from seeing sensitive data in the salary field of an HR workflow or viewing confidential client information.
It's easy to invite new team members to join any solution. Invite multiple members at a time, add characteristics such as Member Type, assign a Role, and add them to one or many Teams at the same time.
.avif)
.avif)
The Users and Permissions feature in SmartSuite allows for the intuitive management of access rights to your business workflows, projects, and processes. It ensures that team members have appropriate access levels, balancing collaboration with security and control.
Permissions in SmartSuite are established by granting team members the ability to view, edit, or create data within workflows and projects. This setup facilitates collaboration while restricting access to sensitive information through read-only views where necessary.
SmartSuite enables precise control over who can view and edit content within your workflows, ensuring that only the right team members have access. This is achieved by assigning permissions based on the roles and responsibilities within your team, enhancing both security and collaboration.
Yes, SmartSuite allows for the easy granting of permissions to specific teams, streamlining access management. As team memberships change, permissions are automatically updated, ensuring access rights remain accurate.
SmartSuite supports advanced permissions management, including Full Access, Editor, Contributor, and Viewer levels. These options allow for more restrictive access controls, catering to the needs of different users and teams.
Field-level permissions in SmartSuite enable you to control who can see or interact with specific data fields within a workflow. This feature is particularly useful for limiting access to sensitive or confidential information, ensuring data privacy and compliance.
Inviting new team members to join SmartSuite solutions is straightforward. You can invite multiple members at once, specifying their member type, assigning roles, and adding them to teams, all in a few simple steps.
The Users and Permissions feature is available to all SmartSuite plan types, including Free, Team, Professional, Enterprise, and Signature. This ensures that organizations of any size can manage access rights efficiently, fostering secure collaboration across their workflows.
