View permission : can only view and download files
View + Edit permission: Download, view detail and edit file content; edit folder name
Share to Staff
Step 1. Go to Spreadsheet Online module from the left sidebar -> Select the file/folder to share.
Or right-click at the file/folder that you want to share and click on the Share -> The system displays the Manage Sharing popup -> Click on the Add button. Manage Sharing: manage the shares of the respective file or folder, you can edit or delete the shares.
Step 2. In the Add New Share, fill the following detais and click on the Save button 1. Select the Staff 2. Select the Department Share 3. Select the Staff Share 4. Enable/Disable the permission: View, Edit
Share to Customer
Step 1. Go to Spreadsheet Online module from the left sidebar -> Select the file/folder to share.
Or right-click at the file/folder that you want to share and click on the Share -> The system displays the Manage Sharing popup -> Click on the Add button.
Manage Sharing: manage the shares of the respective file or folder, you can edit or delete the shares
Step 2. In the Add New Share, fill the following detais and click on the Save button 1. Select the Customer 2. Select the Client Groups Share 3. Select the Client Share 4. Enable/Disable the permission: View, Edit
Views:
462
Recent Articles
Labor Cost Calculation Guide
33
Customizing Ticket Statuses in Customer...
23
Convert to Invoice or Expense & Create I...
51
Service Appointment in Field Service
63
Work Orders in Field Service
49
Popular Articles
Warehouse
2551
Item Settings
2072
Plaid environment & Setup Your Bank Acco...
1871
General Accounting Settings
1733
Connect your X (Twitter) account and Syn...
1727
Register
Due technical issue
Login
Forgot Password?
We Care about your privacy
Your experience on this site will be improved by allowing cookies.