Dashboard sharing specifics.

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tgattsh
tgattsh ✭✭✭✭✭
edited 12/15/22 in Smartsheet Basics

I use a workspace for all project related documents, reports and dashboards. I share some (not all) files with my customers. I know I can share individual documents with a particular list of people. My question is specific to dashboards. When I share the dashboard, it seems that this can only be done by sharing the entire workspace, for which I do not want to do. There are forms and file links on the dashboard I wish for my customers to access and use. I understand that they must also have access to the underlying documents where the information comes from.

Am I doing something wrong when I try to share the dashboard as I do not want to give access to the entire workspace? Should I consider publishing the dashboard instead? If I publish, will user still have ability to use form and links?

Thanks for any feedback...

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @tgattsh

    I hope you're well and safe!

    When you share the Dashboard, you'd see two options at the bottom, Share Workspace or Share Dashboard, and if you select the latter, you will only share the Dashboard.

    Did that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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