ElliboHelp Centre

Spreadsheet users and roles

Invite people to Spreadsheet, what Admins, Managers, Editors and Viewers can do, custom roles, and how users count toward the plan.

Invite people

Settings > Users > Invite - type the email address and choose a role. They get an email; once they accept they can open Spreadsheet. Change a role or remove someone in the same place. The business owner is always an Admin.

Roles

RoleCan
AdminEverything: every team spreadsheet, templates, team folders, settings, users and the plan
ManagerMake spreadsheets and dashboards, run team folders and templates, change the sharing of team spreadsheets, shared links and scheduled emails. Not users or the plan
EditorMake spreadsheets, edit the ones shared with them to edit, share their own
ViewerOpen spreadsheets and dashboards shared with them, comment. Changes nothing

A role is the most a person can do: a Viewer only views, even when a spreadsheet is shared with them to edit.

What a person sees of app data depends on their roles in those apps, not on their Spreadsheet role - see Live data from your apps.

Custom roles

From Professional, Settings > Roles makes roles with exactly the rights you choose, based on the four above.

Users and the plan

Everyone with an active Spreadsheet role counts as a user, Viewers too; invitations waiting count as well. People who open a shared link never count. If a business has more users than its plan covers (after moving to a smaller plan), the owner, then Admins, then the people added first keep working; the others can only look until you upgrade or remove someone. Nothing is deleted.

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