Sharing Folders

Sharing a folder with another user grants them access to all of the documents in that folder at a specified permission level.

When you share documents with other Spreadsheet.com users, you can choose to grant them access to entire folders of documents, or individual documents like workbooks, Reports, and Dashboards. In either scenario, you can choose the permission level with which new users join.

When you share a folder, invited users can access every document in that folder at the permission level you specify. If you grant a user access to an individual document at a higher permission level, it will supersede their folder-level permission level.

Folders can be shared with other Spreadsheet.com users individually by email. Documents can also be shared with other users by email, as well as with a sharing link and through public sharing and embedding.

Folders can be shared with any number of other users.

How to Share a Folder

To share a folder with other Spreadsheet.com users,

  1. Navigate to the folder you want to share on your Spreadsheet.com homepage
  2. Click the caret next to the folder title and select “Share…” from the dropdown
  3. In the Share folder dialog, enter the names or email addresses of users you want to invite and specify their permission level from the dropdown
  4. Click Done when you’re finished

To remove folder users or change their permission levels, navigate back to the Share folder dialog and make changes in the list of folder users.

Folder Permissions

When you share a folder with other Spreadsheet.com users, you can choose the permission level with which they join the folder. Users with folder permissions inherit that same permission level for all documents in that folder, unless they have otherwise been granted a higher permission level for a document in that folder.

Owner ✨ Full control to manage and share the folder, including the ability to move and delete
Manager ✨ Full control to manage and share the folder, but cannot move or delete
Collaborator ✨ Share documents in the folder, but cannot make changes to the folder
Editor Cannot make changes to the folder
Commenter Cannot make changes to the folder
Viewer Cannot make changes to the folder

Owners, Managers, and Collaborators are licensed users.

Folder users have permissions that only apply to that folder, so if you move a document out of your folder, then folder users will no longer have access to the moved document, unless they also have access to its new folder. Similarly, moving a document into a folder will grant all folder users access to that document.

If you invite someone to a folder as a licensed user and they are not already a licensed user in your workspace, your workspace will be charged a prorated fee for new licenses. Learn more about licensed and unlicensed users in our article “Workspace Management”.

More Resources: Sharing and Collaboration

Spreadsheet.com’s sharing and collaboration features help you work with your team more efficiently and effectively, no matter how big or small. Learn more with these resources:

  • Sharing Documents” – Learn how to share individual documents like workbooks, Reports, and Dashboards with other Spreadsheet.com users
  • Publicly Sharing and Embedding Documents” – Learn how to easily share your data with anyone, even if they don’t have a Spreadsheet.com account
  • Channels and Messages” – Learn how to collaborate with other team members in your Spreadsheet.com workbooks