Sharing Externally using Control Center

ApolloAdmin · 04/19/24

I'm new to using control center and I have an internal team that wants to use it to create client specific reports and dashboards in addition to our internal information. The problem is there is certain information on the sheets that I don't want the external client to have access to, so I can't share a report with them. I would love to utilize Dynamic View, but I can't use this in Control Center. I can't do a published report, because that also won't work in SCC (right?!)

The only solution I can think of is to encourage them to purchase a WorkApp user package and share information that way. Are there any options I'm not thinking of?

Andrée Starå · 04/19/24

Hi @ApolloAdmin

I hope you're well and safe!

Have you explored using Portfolio WorkApps, which are part of the Control Center nowadays?

Yes, you would need to acquire a collaborator pack.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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ApolloAdmin · 04/19/24

Thanks @Andrée Starå ! I was trying to avoid any additional costs, but I think that might be the only solution.

Andrée Starå · 04/19/24

@ApolloAdmin

Happy to help!

Feel free to reach out at andree@workbold.com, and I'd be happy to help you with the licenses and more.

✅Remember! 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!

ApolloAdmin · 04/26/24

https://community.smartsheet.com/discussion/comment/432097#Comment_432097

I need to be able to hide comments and attachments as well. Any suggestions other than Dynamic View? I really wish that these tools would work together!!!!

Andrée Starå · 04/27/24

https://community.smartsheet.com/discussion/comment/433295#Comment_433295

If Dynamic View isn't an option, I'd recommend creating a so-called helper sheet that would be connected to the main one.
Using cross-sheet formulas or cell links, it would be a replica of the main one but without the comments and attachments.

Make sense?

Would that help/work?

I hope that helps!

Be safe, and have a fantastic weekend!

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!

Sharing Externally using Control Center

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