Managing Permissions and Roles
Last updated July 26, 2024
Stackby offers granular control over access and permissions, enabling you to manage who can view, edit, or comment on your spreadsheets and ensure data security and appropriate collaboration. This guide will walk you through the different permission levels and roles available in Stackby, helping you establish a secure and efficient collaborative environment.
Permission Levels
- Can Edit: Allows the user to make changes to the spreadsheet, including adding data, editing content, and applying formatting.
- Can View: Allows the user to view the spreadsheet but cannot make any changes. They can only see the data and any comments or updates.
- Can Comment: Allows the user to add comments to the spreadsheet, facilitating discussions and feedback without altering the content.
Managing Permissions
- Sharing Panel:
- Open the spreadsheet you want to manage permissions for.
- Click the "Share" button in the toolbar or select "Share" from the "File" menu.
- This will open the sharing panel where you can view and adjust permissions.
- Individual Permissions:
- Find the individual you want to manage permissions for in the "Shared with" list.
- Click the access level icon (Edit, View, or Comment) next to their name to change their permissions.
- Link Permissions:
- If you are sharing a spreadsheet via a link, you can control the permissions for the link.
- Click the "Shareable Link" section and select the desired access level (Can edit, Can view, Can comment) for anyone who has the link.
Roles
- Owner: The person who created the spreadsheet. Owners have full control over the spreadsheet, including managing permissions, adding and removing collaborators, and deleting the spreadsheet.
- Editor: Users with editor access have the ability to edit content and make changes to the spreadsheet.
- Viewer: Users with viewer access can only see the spreadsheet's content but cannot modify it.
Best Practices for Managing Permissions
- Least Privilege Principle: Grant only the necessary permissions to users. For example, if someone only needs to view data, don't give them edit access.
- Regular Review: Periodically review permissions to ensure they are still appropriate and that no unnecessary access has been granted.
- Clear Communication: Communicate permission levels to collaborators to ensure everyone understands their access rights and responsibilities.
By effectively managing permissions and roles in Stackby, you can create a secure and collaborative environment for your data, ensuring that only authorized individuals have access to sensitive information while enabling efficient teamwork on shared projects.
Was this article helpful?