Access in a Smartsheet to their specific clinic only
We have Sheets with Clinic names on them. I only want the people from each clinic to see thier stuff when they clinic their link to access the sheet. The also need the ability to update 3 fields without have editing permissions (If that costs extra money). Two or three people per clinic will have access to their info within the sheet.
I currently have 1 license in our dept.
Answers
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Dear @Cydney70 i thing i understand what you try to achieve, maybe we could do this with forms or update request. But i need to get more details .
If my comment helps you, I appreciate a 💡
Kind regards
Event: Strategies for Successful Adaption
Nico | LinkedIn
CEO | Lighthouse Consultings
Lecturer in Business Information Systems | DHBW
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Thank you so much. That would be an option if each line was assigned to someone however it is currently not the case. If I had to do that I would need the ability to put multiple contacts in one field. They are going to have a dynamic view at their disposal and their clinic to work through. I am trying to avoid too many update requests. We currently will have one on-demand if nothing is done by a certain date.
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@Cydney70 just ti understand everone has already assigned tasks in the sheets? So in this cas you could use a report on current user ? Or even prepare a user specific. dashboard… ?
If my comment helps you, I appreciate a 💡
Kind regards
Event: Strategies for Successful Adaption
Nico | LinkedIn
CEO | Lighthouse Consultings
Lecturer in Business Information Systems | DHBW
________________________________________________________________________________
addvalue@lighthouseconsultings.com
https://www.eventbrite.de/e/driving-change-with-smartsheet-strategies-for-successful-adoption-tickets-1047813557557?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurlWe offer Licenses - Training - Solution Engineering
🔴Certified Smartsheet Partner _______________________________________________
💯 SCALEABLE Solutions Engineered by Lighthouse Consultings
We Don’t Just Implement Smartsheet; We Revolutionize How You Manage, Plan, And Execute.
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Nobody is currently assigned to tasks. What I don't know is the best way to do it. Or if there is a manageable way of doing it. 107 clinics with multiple lines and multiple teammates that will be working their own clinics work. During a initial meeting with them I was told it could be done. Now that I am at that point, I am not sure which way is the best or if there is a "best" way.
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Hi,
I hope you're well and safe!
How many team members can each clinic have?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I am not sure I understand the question. There will be anywhere from 2-5 team members for each clinic.
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I was able to make a database sheet with the Assigned to for each clinic and now I am trying to get the INDEX MATCH Formula to pull in the Assigned to contacts in the current sheet. But I manually assigned some contacts and shared the dynamic view and they only see their clinic. Thank you
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