Meeting management template set- access for different people

Jann

Dear all,

I'm planning to install the Meeting Management template set. I read https://www.smartsheet.com/sites/default/files/Meeting Management Getting Started Guide.pdf

My Question is: When I have upset the template and e.g. I want to manage the Meetings of 3 different Groups (R&D, Production, Sales). How can I manage, that each Team will only have Access to the rows of their specific Topics. Cause it's all in one sheet- Am I Right..?

 

Andrée Starå

Hi Jann,

If it's essential that they shouldn't see each other's details, then you would have to have different sheets for each department or use the premium add-on called Dynamic View that was recently released.

If it's ok that they can see each other's details you could use Filters to make it more manageable for the different teams. You could also use reports to make it more difficult to see other departments information.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Jann

Dear Andrée, Looks like this will solve my issue.

I will contact Sales Team for the Add-on.

Many thanks & best regards



Jann

Andrée Starå

Great!

Happy to help!

Best,

Andrée