Row Level Security

mboyd101086

I work in healthcare and we have governmental reports that are due quarterly that include client information. I want to create a Smartsheet that will let me share details of the reports with the people who are responsible for completing the reports. To do this I believe I need to set up row level security or limit access to certain reports. Is there a way to do this if we do not have dynamic view?

Bassam Khalil

Hi @mboyd101086

Hope you are fine, you can do that by Share or Publish Your Report with the correct Sharing Permission Levels please check the links i added for you to have all the information you need to do that.

Bassam Khalil

Hi @mboyd101086

Hope that will solve your issue

Andrée Starå

Hi @mboyd101086

I hope you're well and safe!

To add to Bassam's suggestion.

I recently developed a (what I call), Dynamic View Light. It's quite advanced, but in short, it's using cross-sheet formulas and INDEX/MATCH and a specific structure and method so it's only possible to show data that should be available.

Is that an option?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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