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Sharing Grid View in Read Only State
Sharing Grid View in Read Only State
Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

Want to share a Grid View Report with a non-SmartSuite user?

Easily do this by:

  1. Accessing the Grid View report you want to share.

  2. Using the toolbar to choose which fields you want them to see with 'Fields to Display.'

  3. Clicking Share View.

  4. Copy the link by clicking the copy icon (left of the link) and send it to the external party. ๐ŸŽ‰

This link will only allow a read only state of the view (no records can be opened). Anyone with the link can utilize the toolbar and can filter through data as they would like. Updates to this share view are made in real time.

In the future, you will be able to passcode protect these links, so you can keep confidential information extra safe.

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