Restricted access shared views
A
Adam Johnston
Sometimes we want to share a view but only allow access to certain people, instead of anyone who has the link. This is essential when sharing views that contain confidential information.
I would be great if there was an option to grant access to specific people when sharing a view, or to allow people to request access and review access requests.
It would be ok if the person the view was to be shared with has to make a SmartSuite account to gain access.
Stoyan Daskaloff • Design Lead @ SmartSuite
Hey Adam Johnston ! Just wanted to give you a quick update on this.
We are planning to add the ability to restrict the access to a specific email domain address. And yes, in this option the person must have a SmartSuite account with that email in order to gain access.
We really hope that this will solve your use case. Will keep you posted !
Regards,
Stoyan
A
Adam Johnston
Stoyan Daskaloff • Design Lead @ SmartSuite Amazing - thank you Stoyan
Jon Darbyshire
Thank you for posting, Adam Johnston! I have a few more questions for you:
- Can you provide more details on the types of confidential information you would be sharing in these views?
- What would be your preferred method for granting access to specific people? Would you like to manually add them or would you prefer they request access?
- How would you like to be notified of access requests? Would you prefer an email notification, or would you like to see these requests within the SmartSuite platform itself?
A
Adam Johnston
Jon Darbyshire
- Any user specific details like payment values, performance, listed contacts etc
- Where we have shared a view with them before or if it's possible to share a view with someone just knowing their email, then it would be good to be able to manually add them (but it's not essential). Whatever is easier to implement
- Both