Advise on Workgroups and access for Groups

I have Workspaces that have sheets containing sensitive information. The Workspaces have Individual access to a few people. With in the Workspace, I created Dashboards, with Dynamic Views. Each is set with specific Groups to access specific information.

The users in the groups can not see or access the Dashboards, unless I add them as individuals. This I do not want to do.

Should I pull the Dashboards outside of the Workspace? What is the best practice for this situation?

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Sheets

Security

Dashboards

Groups and Group Management

Dynamic View

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Naeem Ejaz

If users do not have Smartsheet accounts, you can publish the dashboard and share the link.

This allows view-only access without login.

However, published dashboards are static and refresh every 10 minutes. They cannot be interacted with like Dynamic Views.

Andrée Starå

https://community.smartsheet.com/discussion/142324/advise-on-workgroups-and-access-for-groups

Hi,

I hope you're well and safe!

I recommend embedding the Dynamic View in a Published Dashboard, allowing users to view the Dashboard and edit the Dynamic View. I suggest adding a link so they can open the Dynamic View separately also.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with 💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you! 🙏

rachmavis

Hi! Thank you for your response. Yes, I created Dynamic Views, added the groups to the Views. Created a Dashboard, imbedded the DV. Gave the access to the same group to the Dashboard.

They could not see the data in the Dynamic View that we embedded in the Dashboard…until I gave them indivdual access to the DV.

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