Share a filtered view with a guest user

Platform discussions
1

I have seen this issue being discussed before on here, but have not seen a proposed solution.

We have a board for Risks and Issues for a client project. We enter both internal and external risks. The client is supposed to see the external risks only. I created a filtered view that only shows the external risks (works ok). But I can only share the whole board with a client’s guest user, not just the new view. The guest user would still be able to navigate to the main board and access the internal risks.

Workarounds that I have tried but do not provide a solution:

  • Created a dashboard and shared it with the guest user via a link. They can access the dashboard, but don’t see any data at all. I would need to give them access to the connected board (which we cannot do, see above)
  • Used the public link option to send them a link to the view view email. This has raised security concerns since the link is available in the internet, not just to monday.com guest users.

Any other ideas how to solve this?

2

I am also currently looking for a solution to this exact problem. We would like to create a board for external viewers but hoping to link to an internal board to avoid unnecessary manual work to duplicate the specific information we’d like to share.

1 Like
3

I need this too. I was under the impression this was definitely a feature. Competing solutions have this capability so it doesn’t seem like it is an impossible ask. I need to be able to share a project workplan with the customer, but they do not need to see all of our internal discussions…and we absolutely cannot have a public link for obvious security concerns.

2 Likes