File sharing and permissions in Google Sheets - Dashboard Guide

Dashboard Mode - File sharing and permissions

Goal

Understand who has access to shared files and what permissions they have.

Sample Data

File Name	Owner	Shared With	Permission	Last Modified
Project Plan	Alice	Bob	Editor	2024-06-10
Budget 2024	Charlie	Dana	Viewer	2024-06-08
Team Contacts	Alice	Eva	Commenter	2024-06-09
Marketing Ideas	Bob	Charlie	Editor	2024-06-07
Sales Report	Dana	Bob	Viewer	2024-06-11
Training Schedule	Eva	Alice	Editor	2024-06-06

Dashboard Components

• Total Files Shared: =COUNTA(A2:A7) counts all files listed.
• Unique Owners: =COUNTA(UNIQUE(B2:B7)) counts distinct owners.
• Editors Count: =COUNTIF(D2:D7,"Editor") counts files shared with Editor permission.
• Files Shared With Bob: =COUNTIF(C2:C7,"Bob") counts files shared with Bob.
• Latest Modified File: =INDEX(A2:A7,MATCH(MAX(E2:E7),E2:E7,0)) shows the file with the most recent modification date.
• Permission Summary Table: A small table showing count of each permission:
  =QUERY(D2:D7,"select D, count(D) group by D label count(D) 'Count'",0)

Dashboard Layout

+----------------------+-----------------------+
| Total Files Shared   | Unique Owners          |
| [KPI: 6]            | [KPI: 5]              |
+----------------------+-----------------------+
| Editors Count        | Files Shared With Bob  |
| [KPI: 3]            | [KPI: 2]              |
+----------------------+-----------------------+
| Latest Modified File                         |
| [Sales Report]                              |
+---------------------------------------------+
| Permission Summary Table                     |
| +------------+-------+                       |
| | Permission | Count |                       |
| | Editor     | 3     |                       |
| | Viewer     | 2     |                       |
| | Commenter  | 1     |                       |
| +------------+-------+                       |
+---------------------------------------------+

Interactivity

Add a filter dropdown for "Shared With" names. When you select a name, all KPIs and the permission summary update to show data only for files shared with that person.

For example, selecting "Bob" filters the data to files shared with Bob. The KPIs recalculate counts and latest file accordingly.

Self Check

If you add a filter for "Shared With" = "Alice", which components update and what are their new values?

• Total Files Shared: 1
• Unique Owners: 1 (Eva)
• Editors Count: 1
• Files Shared With Bob: 0
• Latest Modified File: Training Schedule
• Permission Summary Table: Editor = 1

Key Result

Dashboard shows file sharing details: counts, permissions, and recent activity filtered by shared user.

Practice

1.

What does the 'Viewer' permission allow someone to do in a shared Google Sheet?

easy

A. They can only see the sheet but cannot make changes.

B. They can edit the sheet and add new data.

C. They can comment but not edit the sheet.

D. They can delete the sheet entirely.

Solution

1. Step 1: Understand Viewer permission

   The Viewer permission allows users to open and see the sheet but not change anything.

2. Step 2: Compare with other permissions

   Editors can change data, Commenters can add comments, but Viewers cannot do either.

3. Final Answer:

   They can only see the sheet but cannot make changes. -> Option A

4. Quick Check:

   Viewer = View only [OK]

Hint: Viewer means view only, no edits allowed [OK]

Common Mistakes:

• Confusing Viewer with Editor permission
• Thinking Viewer can comment
• Assuming Viewer can delete content

2.

Which of these is the correct way to share a Google Sheet with edit permission?

Choose the correct step.

easy

A. Click 'Share', enter email, select 'Editor', then send.

B. Click 'File', then 'Download' to share with edit permission.

C. Click 'Share', enter email, select 'Viewer', then send.

D. Right-click the sheet tab and choose 'Share with edit'.

Solution

1. Step 1: Open Share dialog

   Click the 'Share' button in the top right corner of the Google Sheet.

2. Step 2: Set permission to Editor

   Enter the person's email and choose 'Editor' to allow editing, then send the invite.

3. Final Answer:

   Click 'Share', enter email, select 'Editor', then send. -> Option A

4. Quick Check:

   Share + Editor = Edit access [OK]

Hint: Use 'Share' button and pick Editor for edit rights [OK]

Common Mistakes:

• Selecting Viewer instead of Editor
• Trying to share via File > Download
• Looking for share option in sheet tab menu

3.

You shared a Google Sheet with someone as a 'Commenter'. What can they do?

Choose the correct output of their permissions.

medium

A. They can edit cells and add new data.

B. They can only view and add comments, but not edit cells.

C. They can delete the sheet.

D. They cannot open the sheet at all.

Solution

1. Step 1: Understand Commenter permission

   Commenters can open the sheet, view all data, and add comments but cannot change cell values.

2. Step 2: Compare with other permissions

   Editors can change data, Viewers can only see, Commenters can comment but not edit.

3. Final Answer:

   They can only view and add comments, but not edit cells. -> Option B

4. Quick Check:

   Commenter = View + Comment only [OK]

Hint: Commenter means view plus comment, no edits [OK]

Common Mistakes:

• Thinking Commenter can edit cells
• Confusing Commenter with Viewer
• Assuming Commenter can delete content

4.

You shared a Google Sheet with edit permission but the person says they cannot make changes. What is the likely problem?

medium

A. You must share the sheet via email attachment.

B. They need to refresh the sheet to see edit options.

C. Google Sheets does not allow editing by shared users.

D. You accidentally gave them Viewer permission instead of Editor.

Solution

1. Step 1: Check permission level

   If the person cannot edit, likely they have Viewer or Commenter permission, not Editor.

2. Step 2: Confirm sharing settings

   Verify in the Share dialog that the person is set as Editor to allow changes.

3. Final Answer:

   You accidentally gave them Viewer permission instead of Editor. -> Option D

4. Quick Check:

   Viewer ≠ Edit access [OK]

Hint: Check if permission is Editor, not Viewer [OK]

Common Mistakes:

• Assuming refresh fixes permission issues
• Believing Google Sheets blocks all edits by shared users
• Thinking sharing via email attachment controls permissions

5.

You want to share a Google Sheet with a team but only allow some people to edit and others to only comment. How do you set this up?

Choose the best approach.

hard

A. Share the sheet once, set all to Editor, then ask some not to edit.

B. Download the sheet and email different versions with different permissions.

C. Share the sheet separately with each person, assigning Editor or Commenter permission accordingly.

D. Set the sheet to public and rely on users to self-restrict editing.

Solution

1. Step 1: Understand permission assignment

   Google Sheets allows setting different permissions per person when sharing.

2. Step 2: Share individually with correct permissions

   Share the sheet with each team member's email and assign Editor or Commenter as needed.

3. Step 3: Avoid unsafe sharing methods

   Do not rely on public sharing or asking users to self-restrict; this risks unwanted edits.

4. Final Answer:

   Share the sheet separately with each person, assigning Editor or Commenter permission accordingly. -> Option C

5. Quick Check:

   Individual sharing = correct permission control [OK]

Hint: Share individually with correct Editor or Commenter roles [OK]

Common Mistakes:

• Giving all users Editor permission
• Relying on public sharing for control
• Sending downloaded copies instead of sharing live sheet