Users and Permissions
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.
Grant the Right Access to the Right People
Projects & Processes
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.
Grant the Right People
The Right Access
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.
To Specific Teams
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.
Grant Advanced Permissions
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.
How Customers Use Permissions
See how companies are using SmartSuite permissions within their workflows.
Marketing Agency Client Access
Marketing Agencies use permissions to grant clients the right level of access to their SmartSuite solutions. This tightens collaboration, increases the speed of content reviews, and sets a new bar for client service. Plus, you look VERY cool.
Keep confidential documents safe while sharing budgets and other finance documents with counterparts in other areas of the business.
HR Personnel Management
Ensure the privacy of personnel files, collect employee self-evaluations, and manage hiring processes that require careful document collection, sharing and retention.
Publish your policies, procedures, handbooks and other materials while ensuring that the original contents are only modified and published by authorized personnel.
Bring external resources - consultants, contractors and freelancers - into your organizational processes while protecting areas of the business outside the scope of their roles.
The smart, easy way to grant the right level of access.
Use permissions to promote collaboration in your workflows.