Feature Requests

We value your feedback! You can vote for existing posts, add comments or add your own.
Need a Permission to allow users to Delete records they have Created.
Right now, Assignee+ allows users to create records that are auto-assigned to them. But they can't delete the record they just created! This is a request to change the Assignee+ permission to allow users to delete the records they have created themselves. They own the record; if they want to delete it, let them! (and no, I can't use Editor or Full Access because I don't want users to see all records, I want them to see only records they have been assigned to). The only alternatives right now are to ask the solution manager to delete the record (major user frustration), or force the solution manager to create an automation to delete records if e.g., the user changes a status field to Delete This! (which is not the normative way of deleting in SmartSuite, so a cause for user confusion and frustration). I also see Dynamic Record Permissions as a feature in SmartSuite, but it's only available to Enterprise-level users. By the way, even SmartSuite's chatbot thinks Assignee+ permission should include delete! Here's the chatbot's answer to my question. It was wrong, but SmartSuite SHOULD work this way: With Assignee+ permissions, users can only delete records they created if those records are auto-assigned to them when created. Assignee+ lets users view and edit assigned records plus create new records that automatically get assigned to them. However, they can't delete records they didn't create or aren't assigned to. For users to delete their own created records with Assignee+ permissions, you'd need to set up your solution so new records automatically assign the creator as the assignee. This way, they maintain access to edit and delete those records.
0
·
Users, Roles &…
Limit "Solution Managers" permissions to be able to edit others content without giving full reign.
I end up having to set a lot of people as "solution managers" because I need them to be able to edit all content, not just theirs. But this permission level is too high. They are wrecking havoc on the system because I can't hide fields from them, can't lock them out of editing specific fields and can't keep them from creating new fields. Solution managers end up overwriting fields that are locked down from all other users and should not be editable AT ALL (like "original budget" or "original closing date".... fields similar to a "date record created date" that should not be editable by anyone....) Solution managers end up creating data fields that already exist on other tables that they should be looking up to.... but since they are just in their one department, they don't know about it. For example, I had the solution manager for the "contacts" solution add a field for which floorplan they are buying... but that information lives in the "jobs/projects" solution and should be looked up. Solution managers are creating automations that conflict with or duplicate automations in other solutions. I need to be able to restrict these kinds of things to administrators only... I need solution managers to be able to edit other's information.... but not have full reign to decimate the workflow of the whole company. ;) It would be great to be able to be able to set exactly what each permission level can and can't do.
0
·
Users, Roles &…
Load More