Instructor Josh Rischin shows how to set up security and access controls prior to sharing a workbook in Excel Online.
- [Instructor] Preparing permissions is extremely important…as we want to control who can and can't access information,…and it's something that we should do upfront…before we invest too much time and effort…in developing a workbook.…Let's go ahead and create a new blank Excel Online workbook…and include some text before we save the file.…In this case, I'm just going to include some text.…This workbook has been created to demonstrate…how to create permissions and share a workbook…in Excel Online.…To save the file, simply click on File, Save As,…and save a copy online.…And let's give the file a more meaningful name,…such as Sharing, and then click on Save.…
Now, upon saving, you as the author have access…to change permissions and share the file…by clicking on Share in the top right of the screen.…So let's go ahead and do that.…Once the sharing dialogue box appears,…to change the permission setting options,…simply click on this dropdown box,…and you are presented with a number of options.…What I generally like to do is deselect Allow editing,…
- Creating and editing workbooks
- Integrating the desktop version of Excel
- Sharing workbooks and assigning access privileges
- Creating charts
- Designing forms and surveys
Skill Level Beginner
1. Getting to Know Excel Online
2. Working Seamlessly with Excel Online and Excel Desktop
3. Collaborating with Excel Online
4. Charting in Excel Online
5. Creating Forms with Excel Online
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