Restrict a user's access to Dashboard only

Craig MossCraig Moss ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
05/31/18 Edited 12/09/19

I am new to Smartsheet but learning fast.  We are starting a project to use Smartsheet for client onboarding to our software.  I intend to create a client-facing dashboard but would like to restrict a user's access so they cannot click on the Home tab which they have no reason to view and is just a place for them to take a wrong turn and get lost.  I even tested sharing the dashboard to an external email address and  the Home tab is still there.  Any ideas?  Thanks

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Craig,

    You can publish it instead.

    Would that work for you?

    I hope this helps you!

    Best,

    Andrée Starå - Workflow Consultant / Get Done

     

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Craig MossCraig Moss ✭✭✭✭✭

    Unfortunately, it wouldn't because each client will have their own dashboard so I need client users to log in.  Guess I will just have to live with it.  Thanks for your response.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    Did you find a workable solution? 

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Craig MossCraig Moss ✭✭✭✭✭

    Not really.  Just thinking I will need to live with it.

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