3 Levels of Hierarchy?

rs.br.cap

I am building a workspace with 3 separate levels: Master Overview Dashboard, 3+ team dashboards, & 5+ representative dashboards per team. I want the individual representative to be able to input data via a form and have control to edit a few columns.

Each rep will "own" the data they input. Only want that data to flow to team & master. There will be a few checkboxes for each row of data as well as a couple dropdown boxes.

I want each team dashboard to consolidate the individual rep data and have a "team overview" that will look slightly different from the reps dashboard.

The master dashboard will only show the teams combined data as a whole.

Biggest concern is the addition of new rep dashboards over time. Want the easiest process of adding new rep, associating them with a specific team statically, and having that data flow up to the master.

Start at the top and flow down or down to up?

kowal

hi @rs.br.cap,

the easiest, fastestes and most controlable way is to create groups in smartsheet.

Assign each level of your hierarchy to each Group and then just add / remove people from Groups.

Hope this helps.