In Spreadsheets, several people can work together in the same sheet — all edits are automatically shared in real time. Use permissions, revisions, and comments to create a seamless collaborative environment.
All collaborators must have permission to access a Spreadsheet. If you are an Owner, you can check or grant permissions by clicking Permissions on the File tab. You can set permissions for the spreadsheet as a whole or just the current sheet.
The Permissions editor shows the current groups and collaborators. Use the search box or scroll down the list to find specific collaborators. You can use the Filter button in the upper right corner of the dialog box to view collaborators by permission level.
You also have the option of using the Setting Advanced Permissions editor. The Advanced Permissions editor allows you to quickly adjust permissions to multiple sheets or sections at the same time. This editor is useful for a spreadsheet with lots of sheets.
Permissions can also be set from Home. To learn more, see Managing Document Permissions in Wdesk Home.
There are three permission levels:
Owners have full rights to the document and can manage permissions.
Editors can make changes to content and formatting.
Viewers can look at a spreadsheet but can’t make any changes.
Click the radio button next to a collaborator’s name to give them appropriate access.
To remove permission, hover over a collaborator’s name and click the that appears on the right.
Authorship in Spreadsheets
After you assign permissions, collaborators can work together in a spreadsheet.
With several people working in a spreadsheet, it’s helpful to know which collaborator made changes, such as when you need to create an audit trail. When you are in a spreadsheet, you can see which cells other collaborators are actively working in by the cell outline color.
You can also use the Authorship overlay to see which collaborators edited each cell in the current version of the spreadsheet.
To view the Authorship overlay:
- Click the History icon in the right panel to open the History panel.
- Click the Authorship toggle to turn on the overlay.
The Authorship legend shows each collaborator’s name next to their color. The cell(s) in the spreadsheet change to an author’s color to let you see the most recent edits at a glance.
Note: You can have up to 20 authors with unique colors. Additional authors reuse colors.
Comments in Spreadsheets
To add a comment in a spreadsheet:
- Select a cell or group of cells.
- Right-click the selection and choose Add Comment from the drop-down menu.
- In the Comment panel, type your comment.
- Click Post to add your comment.
Click the black arrow on the right of the comment to view additional options from the dropdown menu. If you are a document owner, you can create, reply to, resolve, move, or delete comments. If you are an editor or viewer, you can perform any of these actions but can only delete your own.
Clicking the Jump to Location icon shows you exactly where the comment is attached in your spreadsheet. To move through the comments in your spreadsheet, use the up and down arrows at the top of the Comments panel.
To filter your comments, click the Filter icon in the Comments panel. Use the toggle at the top of the panel to Show my @mentions only.
A comment icon next to a sheet’s name in the outline panel indicates that there are comments in that sheet. Hover over the icon to see the number of comments in the sheet.
Tasks in Spreadsheets
You can create, assign and manage tasks in Spreadsheets. Using tasks within a Spreadsheet can help you manage work items, organize responsibilities and meet deadlines.es.