Hi everyone,
I need some guidance on permissions for a dashboard I'm building.
I've built a dashboard with data, reports, and pertinent text that is intended to be shared with external users. These are unlicensed, non-company employees.
The embedded reports on the dashboard show project-specific data, and I only want it to display projects that the current user is assigned to.
Each embedded report has a "current user" filter. On the dashboard, the viewer mode is set to "their own perspective."
If I assign myself to a test project and open up the dashboard, everything displays fine - and it only shows me the test project that I'm assigned to.
If I publish a link to the dashboard and open it that way, all of the reports are blank with an error saying it needs to be viewed / opened in Smartsheet. My publish permissions on the dashboard are set to "available to anyone with the link".
I am trying to avoid adding each individual user to the dashboard as that will be cumbersome to manage. I thought publishing a link would solve the problem, but it appears users would still need Smartsheet access to be able to correctly view the reports.
Am I missing something? Is there a better way I can be sharing this dashboard that will still display the "current user" view on the reports?
Thanks in advance.
