Best practices for directly occasional users to correct dashboards/reports in a workspace

Gregory Zalecki

We have a workspace that we have a team of people working on to give our executive team updates through dashboards. Much of these sheets, they don't need access, but if they are poking around they need to be able to access.

The executive team is not familiar with SmartSheet and adding them to a workspace with hundreds of sheets and reports can be confusing for them.

Are there any best practices for directing occasional users to correct areas?

I was thinking of creating a separate workspace that only had the dashboards they wanted to see, but worry without giving access to the reports, drilling down within dashboard will be difficult.

Someone on my team recommended a "Read Me First" dashboard, but not certain I want to do that.

Any help is appreciated

Andrée Starå

Hi @Gregory Zalecki

I hope you're well and safe!

If you have Enterprise or higher, I'd recommend looking at the premium feature, WorkApps.

It seems like that would be a perfect solution for your need.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Gregory Zalecki

I hope you're well and safe!

If you have Enterprise or higher, I'd recommend looking at the premium feature, WorkApps.

It seems like that would be a perfect solution for your need.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Gregory Zalecki

Thanks so much! I do have access and this gives me exactly what I need.

Andrée Starå

@Gregory Zalecki

Excellent!

You're more than welcome!