Google Sheets Permissions play a big part in how users of Coefficient interact with the imports in each Sheet/Workbook.
Coefficient User on the Free Plan
FAQs for Google Sheet Import Permissions
Editor Access
Coefficient Licensed User
Scenario 1: A Coefficient licensed user (Alex Demore) (within your domain) is given Editor access to your spreadsheet/workbook.
1. To grant a user (Alex Demore) Editor access to your sheet, click on the “Share” button in the top-right corner of your Google Sheet. Enter the user’s email address OR name and select their permissions to this Sheet from the dropdown (Editor). Click "Send" to notify the user that they have given access to your sheet.
2. This user (Alex) will now be able to “Open the Sidebar”, “Refresh the Import”, and perform “Export to…” functions within your Sheet. This user MAY also be able to edit your import - see the note below for details.
ℹ️ Note: Depending on the permission set at the import level, a user with EDITOR access to the sheet, may still be limited in interacting with Coefficient imports. See the Locked Imports article for additional information.
Coefficient User on the Free Plan
Scenario 2: A user on the Free plan with Coefficient (Freddy Freeman) (within your domain) is given Editor access to your spreadsheet/workbook.
1. To grant a user (Freddy Freeman) Editor access to your sheet, click on the “Share” button in the top-right corner of your Google Sheet. Enter the user’s email address OR name and select their permissions to this Sheet from the dropdown (Editor). Click "Send" to notify the user that they have given access to your sheet.
2. The user/Freddy should be able to access the shared sheet but the licensed features are now restricted. The on-sheet buttons (Open Sidebar, Refresh, and Export to…) are still available for Freddy to use. (For more information about the Coefficient Free Plan, click here.)
Viewer and Commenter Access
Scenario 3: A Coefficient licensed user (Alex Demore) (within your domain) is given Viewer/Commenter access to your spreadsheet/workbook.
1. To grant a user (Alex Demore) Viewer/Commenter access to your sheet, click on the “Share” button in the top-right corner of your Google Sheet. Enter the user’s email address OR name and select their permissions to this Sheet from the dropdown (Viewer/Commenter). Click "Send" to notify the user that they have given access to your sheet.
2. This user (Alex) will not be able to interact with any Coefficient functions within your Sheet, including launch Coefficient from the Extensions menu (it will be greyed out). The user (Alex) will also be blocked from making any changes to imports or data within the sheet. (If the user is granted Commenter access they can make comments on a cell, Viewers may not)
ℹ️ Note: When Viewer/Commenter access is given to a user on Coefficient’s Free Plan (Freddy Freeman), they will have the same restrictions to the sheet as the Google Sheets Permissions are applied.
Protected Ranges
Protected Ranges allows you to designate a sheet or range of cells within your workbook that cannot be changed, moved, or deleted. Documentation on Protected Ranges can be found here and here.
Scenario 4: A Coefficient licensed user (Alex Demore) (within your domain) is given Editor access to your spreadsheet/workbook but added a Protected Range to an import.
1. To add a Protected Range on a Coefficient import, click on the Data tab in Google Sheets, and select “Protected sheets and ranges”. Then “Add a sheet or range”.
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2. Enter a description and select the cell range/sheet as needed, “Set Permissions”. |
3. Designate the permissions (Uncheck Alex Demore from having edit access to the range) then click Done. |
4. The user (Alex) should still be able to utilize the on-sheet buttons and launch Coefficient from the Extensions menu, but they should get an error if they try to edit/refresh an import with the protected range settings enabled
5. The user (Alex) is allowed to modify other sheets/imports as long as they are not under a protected range with his permissions restricted
FAQs for Google Sheet Import Permissions
What is the difference between Google Sheets Permissions and Locked Imports?
Google Sheets permissions are settings you can apply to your entire spreadsheet/workbook when sharing with your colleagues. Locked Imports is a Coefficient feature that allows you to set certain permissions for each of your imports. Regardless of what Google Sheets Permissions you provide to another user, locked imports will still be reinforced. For example, even though you have granted your colleague EDITOR access to your sheet if your import is locked to “only me”, other users will have restrictions with that import.
I have set up a Protected Range on a Coefficient import and now it is no longer refreshing. What can I do?
When Protected Ranges are enabled, and the user who scheduled the import to refresh is not included in the permissions to edit that range - the import will be blocked from refreshing. To resolve this, you will need to either remove the Protected Range OR add the user who scheduled the import to have edit permissions within the Protected Range.