Google Sheets inherently makes collaboration very simple. Tiller takes it a step further by allowing you to create multiple finance spreadsheets for different purposes so you can share only the information that’s relevant. You can safely link all your financial accounts to Tiller, but when it comes to sharing with others, you can be selective and share specific account information with specific people.
Sharing a Google Sheet
- Open the File menu in Google Sheets and choose the “share” option or lick the blue “Share” button in the upper right corner of your 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.
“Can comment” permissions
Allow the person to leave comments about data in the sheet, but not change any data.
“Can view” permissions
Allows the person to open and view your Tiller Sheet. Editing and comments are not possible.
Advanced Sharing Options & Changing Permissions
Open the advanced sharing settings for the sheet by clicking the “Advanced” link in the lower right corner of the “share with others” dialog box. From here you can modify or remove the permissions of existing collaborators. You can also invite more collaborators.
Adding an Expiration Date to Permissions
When you’re reviewing the list of people with access, you’ll notice there’s a gray clock next to each user. If you want to automatically revoke their access after a week, a month, or a certain period of time, click the clock to configure access expiration.
Sharing Your Sheet with Non-Gmail Users
You can share your Tiller Sheet with people who don’t have a Gmail address or Google Account, but this option is less secure because anyone with the link included in the invitation email will have access to the sheet. Choose this option with care, and note that you can assign view only, comment, or edit permissions the same way for these people too. Use the same steps as above.
Generate a Public Sharing Link
Sometimes you want to share your sheet with anyone. For example, you might want to post a link on your blog to a specific sheet with reports or analysis that aren’t private.
- Open the Share with Others window by clicking the blue share button
- Click “Get shareable link” in the top right corner
- Copy the link
- Set the permissions for this link
- Pass to anyone you want to be able to access this sheet
This is the least secure option because anyone who has this link can access your sheet. Again, you have control over whether these guests have view-only, comment, or edit privileges.
Note: If you use Google Apps for business and have a custom domain set up with Google your organization's sharing options may be different than what's depicted here.