Access in a Smartsheet to their specific clinic only

Cydney70

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.

NicoLHC

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 .

Cydney70

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.

NicoLHC

@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… ?

Cydney70

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.

Andrée Starå

https://community.smartsheet.com/discussion/134956/access-in-a-smartsheet-to-their-specific-clinic-only

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

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Cydney70

I am not sure I understand the question. There will be anywhere from 2-5 team members for each clinic.

Cydney70

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