Add Ons and Integrations

Add Ons and Integrations

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Dynamic Views: Sharing Access

Hello,

I am having some issues with sharing access to DV's.

Configuration -

*Under the General Tab, we have restricted the view based on a filter. This filter is required so that designated Task Owner will see rows that are relevant to them.

*I am able to add users/emails under the "Sharing" Tab however, upon testing when users access the view it's blank.

Thank You!!!

Answers

  • Community Champion

    Is the view based on a sheet or a report? If it is a report, is it also set to "Current User"?

    The other possibility is those testing don't see anything because there is nothing assigned to them, or their email address could be spelled incorrectly on the source.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

  • ✭✭✭✭

    The view is being used in a sheet.

    I can add & save the emails of the users that would need access to see the view.

    During simulations we triggered the views with data. When I add the emails, the users added cannot see the data.

  • Community Champion

    And they have confirmed that they refreshed the browser prior to clicking back in? And the data is still missing?

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

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