When sharing a smartsheet can I allow certain people to see certain things other cant?

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I am wanting to have confidential information in my smartsheet but I need to send it to people outside of my organization. Can I send the smartsheet to them without allowing them to see that information without having to make a separate smartsheet ? I'm aware I can lock it and allow certain people to edit it but I'm looking for more advanced settings if allowed. Thank you.

Best Answers

  • Etienne Mermillod
    Etienne Mermillod ✭✭✭✭✭
    Answer ✓
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    Hi,

    You can create reports for specific 'view' of the sheet, and based on that share one version of the report to some of the viewers, and another version of the report to a second set of viwers.

    Doing that you can only include a specific set of columns/rows.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
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    Hi @Bryannadvis

    I hope you're well and safe!

    To add to Etienne's excellent advice/answer.

    Do they need to be able to edit or only view the information?

    Here's a possible workaround or workarounds

    • Using Update Requests or Alerts
    • Premium App, WorkApps
    • Premium App, Dynamic View
    • A solution I developed I call, Dynamic View Light.

    Would any of those options 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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Etienne Mermillod
    Etienne Mermillod ✭✭✭✭✭
    Answer ✓
    Options

    Hi,

    You can create reports for specific 'view' of the sheet, and based on that share one version of the report to some of the viewers, and another version of the report to a second set of viwers.

    Doing that you can only include a specific set of columns/rows.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Bryannadvis

    I hope you're well and safe!

    To add to Etienne's excellent advice/answer.

    Do they need to be able to edit or only view the information?

    Here's a possible workaround or workarounds

    • Using Update Requests or Alerts
    • Premium App, WorkApps
    • Premium App, Dynamic View
    • A solution I developed I call, Dynamic View Light.

    Would any of those options 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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.