I got 5 sales reps that all log their new customer in rows on a master sheet. Each row has an assign to column for each sales rep. How could I share this sheet to each one of the sales rep so that they can only see their customers and not have access to the ones their peers are logging in?



Hi Junio,

Unfortunately, it's not possible to "isolate" the information in the sheet so that .no one else can access it.

Do you want/need to make it impossible for the sales reps to see each other's information?

If yes, I would suggest setting up one sheet per sales rep and then collect everything for you and others in a report instead.

The second option could be to use the premium add-on called Dynamic View.

More info. https://www.smartsheet.com/product/dynamic-view 

Would that work?

Have a fantastic weekend!


Andrée Starå

Workflow Consultant @ Get Done Consulting

This is basic functionality not a premium add-on. This is one crazy business model in my opinion.