Google Sheets inherently makes collaboration very simple. Tiller Money's automated bank feeds to Google Sheets takes it a step further by allowing you to link multiple spreadsheets for different purposes and be selective by sharing specific account information with specific people based on the settings outlined below.
Perhaps your accountant only needs view access, but your spouse needs edit access to your monthly budget. Google Sheets makes it easy to set these fine grained permissions, Tiller Money empowers you with that data.
Sharing a Google Sheet
- Click the green "Share" button in the upper right corner of the Google Sheet.
- Type the email address for the person with whom you’d like to share the sheet and assign permissions from the drop down to the right.
- Optionally, add a note and make sure the "Notify people" box is checked.
- Click done to share and send the invitation to that person.
Understanding Google Sheets Permissions
Allow the person to make changes to the sheet, which are always recorded in the revision history.
Allow the person to leave comments about data in the sheet, but not change any data.
Allows the person to open and view your Tiller Money-powered Google Sheet, but not make edits or leave comments.
Advanced Sharing Options
Open the advanced sharing settings for the sheet by clicking the gear in the upper right corner of the “share with people and groups” dialog box. You'll see two new check box settings options.
You can disable the ability to allow editors to change permissions and share the Google Sheet.
You can prevent viewers and commenters from being able to download, print, or make a copy of the Google Sheet.
Changing or removing permissions
If you need to change or remove someone's access to your Google Sheet you can easily do this from the "Share with people and groups" dialog.
Click the dropdown next to the person's name and choose a new option.
You can also make someone the owner of the Google Sheet this way too. Be very careful with this option as they will have full control over the sharing and permissions could remove your access as the new owner.
Sharing Your Sheet with Non-Google users
If you need to share your Tiller Money spreadsheet with people who don’t have a Gmail address or Google Account you can use the Get Link option and change it from "Restricted" to "Anyone with the link."
Choose this option with care, and note that you can assign view only, comment, or edit permissions the same way for these people too. Just choose an option to the right after setting it to "Anyone with the link."