Confidential Collaboration: Mastering Smartsheet Dynamic View for Secure Data Access (Copy)

Thursday, Nov 6 | 11:00AM - 11:50AM

Details

Dynamic View is the ultimate tool for granular, role-based data security and collaboration in Smartsheet. This session explores best practices for setup, configuration, and maintenance. Learn how to craft streamlined user experiences, leverage powerful conditional Field Logic to manage workflows, and understand the critical security pitfalls (like @mentions) that could expose sensitive data. Guarantee your collaborators only see and edit exactly what they need, exactly when they need it.

Location

345

Speakers

Kendra Michaels, MSPM, PMP

Large Enterprise Solutions Engineer

Kendra Michaels is a Large Enterprise Solutions Engineer at Smartsheet, where she has spent over five years partnering with global organizations to design and scale enterprise solutions that drive measurable impact. With a Master of Science in Project Management from the University of Kansas and certifications including a PMP and Lean Six Sigma Green Belt, she is recognized for her expertise in solution architecture and platform strategy. Outside of work, Kendra is a nationally ranked competitive ballroom dancer and a proud cat mom to Watson, her three-legged sidekick.