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Permissions in SmartSuite for beginners

Mar 15, 2023

Are you new to SmartSuite and just figuring out how to share access to your solutions? Well, if so, you definitely need to know about permissions. Permissions control how you share your solutions, what people see, and what they can edit inside of your SmartSuite solutions that you share.

In this video, we’re going to look at the different levels of permissions SmartSuite offers. I’ll show you how you can invite users to your workspace and set individual levels of permissions for users. You’ll see that the permissions can be broken down into Applications and even field-level permissions. I’ll also break down some of the things you should be aware of like additional costs for users and how permissions can alter everyone’s ability to access information.

In this video we’ll discuss:

  • Showing the example workspace for this lesson
  • How to invite users to your solution
  • The different roles you can assign guests
  • Applying Member types and assigning teams
  • Sharing access with specific solutions
  • Advanced Permissions
  • Application Level Permissions
  • SmartSuite permissions are optimistic
  • Field-Level Permission
  • Permissions with Dashboards

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