Solution Owners and Authors

What is the difference between a Solution Owner and Author?

A Solution Owner is the user who has created a Solution. A Solution Author is a user who has been added to a Solution by the Solution Owner. Both the Solution Owner and Author can make edits to the entire Solution including Apps, Widgets, Dashboards, Scheduled Tasks and Test Teams. However, only the Solution Owner is able to add and remove Solution Authors.

The exception to this is if the Solution Author also has the account level permission of "Edit all Solutions" that effectively makes them the owners of all Solutions and therefore can add and remove Solution Authors.

Note: The original Solution Owner cannot be removed from their Solution. Users who are Solution Authors and have the account level permission of "Edit all Solutions" can still be removed from the Solution.

 

Can other users see Solutions that they are not a part of?

No, with the exception to users with the "Edit all Solutions" account level permission. If users are neither a Solution Owner or Solution Author of a Solution, this Solution will not be displayed in their account. Users with the "Edit all Solutions" account level permission, however, can see all Solutions in the account even if they have not been actively added to the Solution as an Author.

 

Access and Permissions

Permission

Solution Author Solution Owner User with "Edit all Solutions" permission
Add and remove users as Authors No Yes Yes
Can be removed from the Solution Yes No Yes (Unless they are the Solution Owner)
Edit Solution (including Apps, Widgets, Dashboard, Scheduled Tasks) Yes Yes Yes
Test the Solution* Yes Yes Yes
Act as the Team Owner of the Test Team* Yes Yes Yes


* - Test Teams are only available through premium feature licence. Learn more about Test Teams.

 

How to add Authors

The following steps can only be taken by the Solution Owner or a user with the "Edit all Solutions" account level permission.

  1. Navigate to the Solution you wish to add a user to as a Solution Author
  2. Go to the "Solutions Authors" tab on the left panel
  3. Click on "+ ADD AUTHORS"

    Note: This button will only be shown in this page if you are a Solution Owner or user with the "Edit all Solutions" account level permission.

  4. Select the users you wish to add as Solution Authors to your Solution

    Note: Solution Owners must have the account level permission to "View all users" to see the list of users

 

How to Remove/Unassign Authors

The following steps can only be taken by the Solution Owner or a user with the "Edit all Solutions" account level permission.

  1. Navigate to the Solution you wish to add a user to as a Solution Author
  2. Go to the "Solutions Authors" tab on the left panel
  3. In the "Unassign" column, click on "Unassign" for the Solution Author you wish to remove from your Solution

Note: Solution Owners cannot be unassigned/removed from their own Solution.