Do dashboard viewers need to have an account to view the dashboard?

Reason: Clients are being asked to create an account and log into Smartsheets to view the dashboard.

I don’t recall having this issue in the past. Is there a dashboard security setting that I’m missing?

FYI: for dashboard in the past, I created a client facing dashboard and a user group with a list client email address. No access reported issue or need to create an account reported in the past.

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Accepted answers

BO'Neil

Thank You Andree,

I'm well, thanks for asking and I hope you are well too.

I'll review the publish option with the client and take next steps based on exposure risk acceptance decision.

Barry

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Andrée Starå

Hi @BO'Neil

I hope you're well and safe!

They don't need to have an account if it's published. Ensure that the Publish setting is as below.

Did 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!

BO'Neil

Thank You Andree,

I'm well, thanks for asking and I hope you are well too.

I'll review the publish option with the client and take next steps based on exposure risk acceptance decision.

Barry

Andrée Starå

@BO'Neil

Excellent!

I'm well too!

Happy to help!

✅Remember! 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!

Stronghold

@Andrée Starå I have the same issue. I did check the settings and it matches your screenshot above, but they are still getting the option to log in.

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