Can I restrict who can view a specific dashboard within a dashboard?

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Dee Dee
Dee Dee ✭✭
edited 10/17/22 in Smartsheet Basics

Hi - I have been setting up the standard operating procedures (SOPs) for my business in SmartSheets. I have one Workspace with 2 groups - Management and Non-Management. There is a main SOP dashboard that contains about 10 different dashboards covering a multitude of topics (i.e. job duties, safety protocols, etc). Employees should have access to all dashboards with the exception of the Manager's Dashboard as it has some sensitive information (i.e. passwords, etc.).

Is there a way to restrict this one dashboard so that only my management group can view it? If not, is the recommendation that I remove that dashboard from the SOP workspace?

Best Answers

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

    I hope you're well and safe!

    I'd recommend using Groups so you can easily share access and either share each Smartsheet item they need access to in the same workspace or separate them into two different workspaces.

    Make sense?

    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, Awesome, 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.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    My apologies. I didn't see a question about sharing. Only restricting.


    I would set up two groups. One group is shared to all but the Manager's dashboard and the other group is shared to all including the manager's dashboard. Then you can add someone to the appropriate group and not have to worry about missing anything.

Answers

  • Dee Dee
    Dee Dee ✭✭
    edited 10/17/22
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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    As long as you don't share those people to the Manager's dashboard, they should not be able to see anything on it even if they were to click the link.

  • Dee Dee
    Dee Dee ✭✭
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    Thank you for the feedback. This is set up as a single SOP dashboard with multiple dashboards contained within. I am hoping to add new employees and give them permissions to the entire thing with the exception of the manager's dashboard. I have invited every employee to each dashboard as I have been developing the SOPs and this is not an efficient way to give permissions to new employees moving forward. The second part of my question asks about the easiest way to share the SOP dashboard with new employees. Can you answer that? As it may help me to answer my concerns about the manager's dashboard.

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

    Hi @Dee Dee

    I hope you're well and safe!

    I'd recommend using Groups so you can easily share access and either share each Smartsheet item they need access to in the same workspace or separate them into two different workspaces.

    Make sense?

    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, Awesome, 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.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓
    Options

    My apologies. I didn't see a question about sharing. Only restricting.


    I would set up two groups. One group is shared to all but the Manager's dashboard and the other group is shared to all including the manager's dashboard. Then you can add someone to the appropriate group and not have to worry about missing anything.