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:
512
Recent Articles
Auto-Fulfillment & Omnichannel Order-to-...
13
SDR AI Agent - Guide 5: Governance Setti...
16
SDR AI Agent - Guide 4: Activity Audit,...
20
SDR AI Agent - Guide 3: Autonomous Lead...
20
SDR AI Agent - Guide 2: Real-Time Kanban...
17
Popular Articles
Connect your X (Twitter) account and Syn...
3409
Warehouse
2795
Item Settings
2369
X (Twitter) Analytics
2220
Plaid environment & Setup Your Bank Acco...
2119
Register
Due technical issue
Login
Forgot Password?
We Care about your privacy
Your experience on this site will be improved by allowing cookies.