Is it possible to restrict certain information within a sheet based on users?

Kee2743

I have admin access to a sheet that was created internally. There are other users that have access as well but I'd like to restrict certain information within the sheet to particular users.

Is it possible to create a condition that will restrict certain information?

Andrée Starå

Hi@Kee2743

I hope you're well and safe!

If it's ok for the users to be able to access the information, but you want to hide it to simplify or make it harder to see, you could use a Report.

Would 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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Paul Newcome

You could use a report, but that means the users will still need to be shared to the underlying report with at least editor access.

Do you have access to Dynamic View or WorkApps?

Paul Newcome

What exactly do you mean by "restrict"? Hide from view, make uneditable, something else?

Kee2743

By restrict, I mean to hide from view.

Paul Newcome

It sounds like you need the premium add-on Dynamic View.

Do they need to be able to edit the information they can see?

Andrée Starå

Hi@Kee2743

I hope you're well and safe!

If it's ok for the users to be able to access the information, but you want to hide it to simplify or make it harder to see, you could use a Report.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

✅了我的帖子(s)帮助或回答你question or solve your problem? Please support the Community bymarking 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!

Kee2743

It sounds like you need the premium add-on Dynamic View.<\/p>

Do they need to be able to edit the information they can see?<\/p>","bodyRaw":"[{\"insert\":\"It sounds like you need the premium add-on Dynamic View.\\n\\nDo they need to be able to edit the information they can see?\\n\"}]","format":"rich","dateInserted":"2023-08-08T14:23:49+00:00","insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-09T00:57:43+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389496#Comment_389496","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/389496#Comment_389496

Thanks! Yes, they need to be able to edit the information they see.

Paul Newcome

You could use a report, but that means the users will still need to be shared to the underlying report with at least editor access.

Do you have access to Dynamic View or WorkApps?

Kee2743

You could use a report, but that means the users will still need to be shared to the underlying report with at least editor access.<\/p>

Do you have access to Dynamic View or WorkApps?<\/p>","bodyRaw":"[{\"insert\":\"You could use a report, but that means the users will still need to be shared to the underlying report with at least editor access.\\n\\nDo you have access to Dynamic View or WorkApps?\\n\"}]","format":"rich","dateInserted":"2023-08-08T15:32:22+00:00","insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-09T00:57:43+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389539#Comment_389539","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/389539#Comment_389539

Perfect! Thanks for the help. I was able to make several reports and filtered the information based on who should have access.

Paul Newcome

Happy to help.️

Just keep in mind that the users will also need at least editor access to the sheet in addition to the report to be able to make the updates in the report. This means that they could navigate to the sheet and view the data directly.