Sight View by Log In

Shawn O'Banion

I have a Sight that I built for a customer to view and interact. Is there a way to set there view by Log In. I.E. customer logs in and they see the projects and data they are assigned to.

I have been told that this is not supported.  Anyone have any ideas?

Shaine Greenwood

Hello Shawn,

There currently isn't a way to default someone to a specific Sight or other Smartsheet item at time of log in. 

You might consider giving them the direct link to their Sight (right-click the Sight name at the top and select properties) and then have them make that their browser's home page.

When you have a moment, submit an enhancement request to our Product team using the form under Quick links on the right.

Shawn O'Banion

Shaine,

Thanks for the comment.  

They have access to the sight in general.  

What I am trying to do is when they open the sight it only shows projects/metrics by their login. This is so they can focus on their assignments and not have to sift through all other projects. 

Shaine Greenwood

I see.

There currently isn't a way to do this with a Sight per se, but you can possibly aggregate date for them with reports using the current user criteria. You can add a link to these reports from a Sight. (Link to the reports with a Shortcut Widget instead of using the Report Widget, as that won't accurately reflect the "current user.")

More on reporting in the help center: https://help.smartsheet.com/articles/522214-creating-reports

 

Shawn O'Banion

Shaine,

 

That might be a viable workaround.

Thanks