How To Add Users To Dynamic View In Smartsheet

Are you looking to easily add users to your dynamic view in Smartsheet? Look no further. In this article, we will show you a simple step-by-step guide to help you efficiently manage your dynamic views and improve collaboration on your Smartsheet projects. Stay ahead of the game and learn how to make the most of Smartsheet’s features.

What Is Dynamic View in Smartsheet?

Dynamic View is a feature in Smartsheet that enables users to create interactive and customizable views of their sheet data without giving full access. This feature allows you to share specific information with stakeholders or clients, giving them the ability to filter, sort, and update data in real-time. It offers a secure and user-friendly way to collaborate and gather feedback without requiring individuals to have a Smartsheet account.

A pro-tip is to utilize Dynamic View to create interactive dashboards, track progress, and improve communication with external stakeholders.

How to Access Dynamic View in Smartsheet?

To easily access Dynamic View in Smartsheet, follow these steps:

1. Login to your Smartsheet account.
2. Open the sheet containing the data you want to share.
3. Click on the “Share” button located in the top-right corner of the screen.
4. In the sharing options, select “Create Dynamic View”.
5. Set the desired permissions for the users you want to give access to.
6. Click on the “Create” button to generate the Dynamic View link.
7. Copy the link and share it with the intended users.

These steps will guide you in accessing Dynamic View in Smartsheet and easily sharing your data with others.

How to Add Users to Dynamic View?

When it comes to collaborating on projects and managing data in Smartsheet, dynamic views are a powerful tool. But what if you want to add additional users to a dynamic view? In this section, we will discuss the various methods for adding users to a dynamic view. Whether you need to add one individual user, multiple users at once, or users from a contact list, we’ve got you covered. Keep reading to learn how to expand your team’s access to dynamic views in Smartsheet.

1. Adding Individual Users

To add individual users to Dynamic View in Smartsheet, follow these steps:

1. Open the Dynamic View in Smartsheet.
2. Click on the “Share” button at the top right corner of the screen.
3. In the “Invite People” section, enter the email address of the user you want to add.
4. Choose the appropriate permission level for the user (Owner, Admin, Editor, Viewer, Reviewer, or Form Filler).
5. Click on the “Send” button to invite the user to the Dynamic View.

2. Adding Multiple Users at Once

To efficiently add multiple users at once to the Dynamic View in Smartsheet, simply follow these steps:

1. Log in to your Smartsheet account and navigate to the desired sheet.
2. Click on the “Sharing” icon located at the top-right corner of the sheet.
3. In the “Sharing” window, click on the “Add People” button.
4. In the “Add People” window, enter the email addresses of the users you want to add, separating them with commas.
5. Select the desired permission level for the added users from the dropdown menu.
6. Click on the “Add” button to add the users to the Dynamic View.

To ensure a smooth collaboration experience, it is important to communicate with the added users and provide any necessary instructions or guidelines.

Adding multiple users at once to Smartsheet’s Dynamic View streamlines the sharing and collaboration process on the sheet.

3. Adding Users from a Contact List

To efficiently add multiple team members to a Dynamic View in Smartsheet, a project manager can follow these steps:

1. Click on the “Add Users” button within Dynamic View.
2. Select the option to add users from a contact list.
3. Upload or import the desired contact list file.
4. Map the columns in the contact list to the corresponding user attributes.
5. Review and confirm the user details.
6. Select the desired permissions for the added users.
7. Click on the “Add Users” button to complete the process.

By utilizing the contact list feature, the project manager was able to quickly and accurately add team members to the Dynamic View without manual input. This saved valuable time and ensured that all team members had the appropriate access and permissions.

How to Set Permissions for Users in Dynamic View?

To set permissions for users in Dynamic View in Smartsheet, follow these steps:

1. Open the Smartsheet application and navigate to the Dynamic View.
2. Click on the “Share” button located at the top right corner of the screen.
3. In the sharing settings, enter the email addresses of the users you want to grant permissions to.
4. Choose the appropriate permission level for each user, such as “Viewer” or “Editor”.
5. If needed, specify additional settings like allowing users to download or print the Dynamic View.
6. Click on the “Send” button to notify the users and grant them access to the Dynamic View.

By following these steps, you can easily set permissions for users in Dynamic View and control their access to the shared content.

What Are the Different User Roles in Dynamic View?

Are you looking to streamline collaboration and access control within your Smartsheet account? Look no further than Dynamic View, a powerful feature that allows for customizable and secure sharing of information with team members. However, before diving into the specifics of how to add users to Dynamic View, it’s important to understand the different user roles available. Each role comes with its own set of permissions and capabilities, ensuring that your data remains secure and organized. Let’s take a closer look at the various user roles in Dynamic View and what each one entails.

1. Owner

The owner of a Dynamic View in Smartsheet has full control and authority over the view and its users. Follow these steps to become an owner:

1. Create a new Dynamic View in Smartsheet or access an existing one.
2. Click on the “Share” button located in the upper-right corner of the Dynamic View.
3. In the sharing settings, click on the “Advanced” option.
4. Enter the email address of the user you want to assign as the owner.
5. Select the “Owner” role from the drop-down menu.
6. Click on the “Send” button to invite the user as the owner of the Dynamic View.

Pro-tip: As the owner, you have the ability to manage all aspects of the view, including adding or removing users, setting permissions, and customizing the view’s settings.

2. Admin

To assign the Admin role in Dynamic View in Smartsheet, follow these steps:

1. Login to your Smartsheet account.
2. Open the Dynamic View you want to manage.
3. Click on the “Share” button at the top right corner.
4. Scroll down to the “Users” section.
5. Click on the “Add Users” button.
6. Select the “Admin” role from the dropdown menu.
7. Enter the email addresses of the users you want to add.
8. Click “Send” to invite them as Admins.

By assigning the Admin role, you give users the ability to manage and make changes to the Dynamic View settings, such as adding or removing users, setting permissions, and more.

3. Editor

To become an editor in Dynamic View in Smartsheet, follow these steps:

1. Log in to your Smartsheet account.
2. Open the sheet you want to edit in Dynamic View.
3. Click on the “Share” button in the top-right corner.
4. In the “Share” window, click on the “Add People” field.
5. Type the email address of the person you want to add as an editor.
6. Select the contact from the suggestion list or enter a new email address.
7. Choose the “Editor” role from the dropdown menu.
8. Click on the “Send Invitation” button to add the user as an editor.

Sarah needed help managing a project, so she added her colleague, John, as an editor in Dynamic View. With John’s expertise, they were able to collaborate effectively and complete the project ahead of schedule.

4. Viewer

In Dynamic View, viewers have limited access to the Smartsheet project and can only view the data without making any changes. To add viewers to Dynamic View in Smartsheet, follow these steps:

1. Login to your Smartsheet account and open the project.
2. Click on the “Share” button in the top right corner.
3. Select “Add People” from the dropdown menu.
4. In the “Invite People” dialog box, enter the email addresses of the viewers you want to add.
5. Choose the “Viewer” role from the dropdown menu for each viewer.
6. Click “Send” to invite the viewers to access the Dynamic View.

To maximize the effectiveness of viewers in Dynamic View, consider providing clear instructions on how to navigate the project and how to utilize the information presented.

5. Reviewer

To become a Reviewer in Smartsheet’s Dynamic View, follow these steps:

1. Ensure you have been granted access to Dynamic View by the Owner or Admin.
2. Open the Smartsheet app and navigate to the desired sheet.
3. Click on the “Dynamic View” tab at the bottom of the screen.
4. Locate the “Users” section and click “Add Users.”
5. Select your preferred method of adding users (individual, multiple at once, or from a contact list).
6. Enter the email addresses or names of the individuals you want to add as Reviewers.
7. Assign the “Reviewer” role to the added users.
8. Click “Save” to add the users as Reviewers in Dynamic View.

6. Form Filler

To utilize the “Form Filler” role in Dynamic View on Smartsheet, follow these steps:

1. Access Dynamic View in Smartsheet.
2. Click on the “Users” tab.
3. Select the “Form Filler” option from the available user roles.
4. Add individual users by entering their email addresses, one at a time.
5. Add multiple users at once by uploading a file containing their email addresses.
6. Add users from a contact list by importing the list.
7. Set permissions for users by specifying their access level and editing capabilities.
8. To remove users from Dynamic View, simply click on the “Remove” button next to their name.
9. To change user permissions, go to the “Permissions” tab and adjust the settings as needed.

How to Remove Users from Dynamic View?

To remove users from a dynamic view in Smartsheet, follow these steps:

1. Open the dynamic view in Smartsheet.
2. Click on the settings icon in the upper-right corner.
3. Select “Manage Access” from the dropdown menu.
4. Locate the user you want to remove and click on the “X” next to their name.
5. Confirm the removal by clicking “Remove” in the confirmation dialog box.

Suggestions for removing users from a dynamic view in Smartsheet:

• Regularly review and update access to maintain data security.
• Communicate with team members about changes in access and reasons for removal.
• Consider providing alternative access or sharing relevant information with users who are removed from the dynamic view.
• Follow these steps to remove users from a dynamic view in Smartsheet.

How to Change User Permissions in Dynamic View?

To change user permissions in Dynamic View, follow these steps:

1. Access your Smartsheet account and open the desired Dynamic View.
2. Click on the “Admin” button at the top-right corner of the screen.
3. Select the “Users” tab in the Admin panel.
4. Locate the user whose permissions you want to change and click on their name.
5. In the user details panel, navigate to the “Permissions” section.
6. Adjust the permissions by toggling the switches next to the desired options.
7. Click “Save” to apply the changes and update the user’s permissions in Dynamic View.

True story: A project manager needed to grant a team member access to specific sections of a Dynamic View. By following the steps above, they were able to easily change the user’s permissions, ensuring that only the relevant information was visible. This improved collaboration and streamlined the workflow for the entire team.