Permissions on the View level
under review
Vasken Bakalian
I love the structure of the Permissions on how application permissions can override solution permissions, and also noticed permissions on the field level are coming soon.
Checked for "permissions on the view level" in the community, YouTube and checked if possible in the tool, and couldn't find it.
For example, I have the work logs of my staff in an app, where I need to share different views with different people.
Will hide the "rate" column, and share it with the project manager, need to share the dashboard view with the client, and so on...
Is it possible SS is considering this case or is this topic already discussed in the community?
super thanks!
Peter Novosel
under review
Permissions can be applied to Folders that contain views, effectively giving you this capability (a folder could potentially contain just a single view if so required).
I'm going to leave this under review, however, as we're still looking at the application of permissions directly to the views themselves.
Vasken Bakalian
Brian Dollen this one needs a status update, no?
J
Jeff Parsons
So is there any progress on this? Permissions are so robust in SmartSuite I was honestly surprised this is not already in place, as it seemed like an intuitive feature. I'm also running into use cases where this would be very handy. Yes, there are some work arounds, but this would simply things.
Emma Montgomery
Merged in a post:
Permissions on Views
P
Patrick
With the assigned to permissions we have many clients operating in one space.
We also have our staff operating in that same space. Our staff has hidden fields which don't show in the views, but All views show. It would be nice to not show all views.
One good example would be in an application if each client needed a form- that can easily be done, but all those forms would sit in a folder and be viewable.
I believe even if they were private or other member views? and even if private views were not viewable by assigned to permission levels to have staff have to look through each others private views isn't ideal.
The workaround found so far is using dashboards and putting grid views in there which can be in a separate solution. However Dashboard do not operate on mobile.
Open to solutions
Cheyenne at MassiveReach
Looks like we have several that can merge this request in too https://smartsuite.canny.io/feature-requests/p/permissions-on-views
Cheyenne at MassiveReach
Finding this to be a glaring issue with setting up our agency flow. We definitely need to be able to permission out the views or it looks really sloppy. I can do private... but then can't share that with internal team.
I'm afraid this will force us into a Solution per Client... which feels like treading water backwards from keeping similar processes all together.
K
Konstantin Skorodumov
Hiding of Views segmented by the field value (client, warehouse, and so on) could be a nice feature:
If I set some Views with filters by clients - one for each client, I'd like to have the possibility to hide other Views from a particular Client Abc, to not give him to open and view other Views (Xyz, Fds) as well.
Jon Darbyshire
Vasken Bakalian Couple of things here:
- If you do not want a client to be able to see the "Rate" field, you will be able to set this at field permission level and then even if the client is looking at grid view where you have included this field -- they will not be able to see it. We will hide the entire field like it was never there.
- We can also consider adding the ability to set the specific members that should be able to see a View.
Vasken Bakalian
Jon Darbyshire: thanks!
The field permission will cover most of the cases, still some use cases may be better with view level permissions.
For example, if I want to share a calendar view with my HR, a dashboard view with clients ... etc
Tom Harvey
Jon Darbyshire: Anything in the works for an automation trigger that could hide a field (set field permission)?
Jon Darbyshire
Tom Harvey: This is not on the roadmap, but I do like the idea and will start thinking about this. We already have the infrastructure, so this would ready just be a UI element. Give me a week to think about this.
Vasken Bakalian
Jon Darbyshire: I just have a new use case that would be awesome with the view level permissions. Checking if any update regarding this since last discussed here in February.