Locked Imports

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Coefficient makes it simple to create and manage imports; however, there may be times when you do not want other users to modify or change some of your import settings. With Coefficient, you can now specify permissions on your imports - how cool is that? 😎

What are Locked Imports?

How Do I Lock My Imports?

Only me

Anyone in my domain

Anyone

FAQs about Locked Imports

What are Locked Imports?

Locked Imports is a feature in Coefficient that allows the import owner/creator to decide who can make edits to their imports. The options include:

  • “Only me”
  • “Anyone in my domain” (with edit access to the sheet)
  • “Anyone” (with edit access to the sheet)

Coefficient also allows you to enable these settings for all of your imports within the current sheet or pick and choose as needed.

ℹ️ NOTE: By default, when a new import is created the permissions are set to “Anyone in my domain”. Existing imports that were created before this feature was launched automatically are set to “Anyone”. This can be changed by the owner at any time. Gmail users will only see “Only me” and “Anyone” as options.

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How Do I Lock My Imports?

As mentioned above there are 3 types of permissions to Lock Imports: “Only me”, “Anyone in my domain”, and “Anyone”. We’ll discuss each of them below. 🕵🏻

(Example: “All Opportunities” a Salesforce import)

Only me

1. Launch the Coefficient sidebar, and locate the import you would like to update. When you hover over the name, 3-vertical dots should appear. Click on the dots and select, “Permissions” from the list.

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2. To update the ability to edit imports just you, select “Only me” from the options listed.

 

 

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3. (OPTIONAL): You can also apply the permissions to every import within that workbook. “Apply to all imports in the current sheet”.

 

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4. When another user opens the import and tries to make edits, they will see the 🔒icon at the top stating that the “Settings are read-only”. Also, the import details will be greyed out.

ℹ️ NOTE: The following message will also appear when the user clicks anywhere in the sidebar. They will need to contact the owner to make any changes.

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5. With this setting, the user will also not be permitted to add the import to the Library as a recipe, duplicate it, or edit the description.

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Anyone in my domain

1. Launch the Coefficient sidebar, and locate the import you would like to update. When you hover over the name, 3-vertical dots should appear. Click on the dots and select, “Permissions” from the list.

Screenshot 2023-10-25 at 6.17.16 AM.png

2. To limit the ability to edit imports with your organization, select “Anyone in my domain”.

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3. (OPTIONAL): You can also apply the permissions to every import within that workbook. “Apply to all imports in the current sheet”.

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4. With the permissions set at the domain level, and users having Google Sheet edit access, they can interact with the imports and update them as needed - except for Adding the import to the Library (recipe) and Duplicating the import (these are only available to the import owner/creator).

 

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Anyone

1. Launch the Coefficient sidebar, and locate the import you would like to update. When you hover over the name, 3-vertical dots should appear. Click on the dots and select, “Permissions” from the list.

Screenshot 2023-10-25 at 6.17.16 AM.png

2. To open the ability to edit imports to anyone with access to the Sheet, select, “Anyone” from the “Permissions” list.

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3. (OPTIONAL): You can also apply the permissions to every import within that workbook. “Apply to all imports in the current sheet”.

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4. With the permissions set to “Anyone”, and users having Google Sheet “Editor” access, 3rd parties (Vendors, Contractors, Consultants, etc.) can interact with the imports and update them as needed - except for Adding the import to the Library (recipe) and Duplicating the import (these are only available to the import owner/creator).

 

ℹ️ PRO TIP: Use caution when allowing “Anyone” to have access to your imports.

 

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FAQs about Locked Imports

How do Locked Imports affect existing imports that are scheduled to refresh?

All existing imports will continue to refresh on their schedules, however, only users with permissions/edit access will be able to update the import/modify the schedule for a refresh.

What about users who do not have access to the import? Can they still refresh?

Users who do not have access to the import can still use the on-sheet buttons (Open Sidebar, Refresh, and Export) and view the Import Details from the sidebar (read-only).

Can the user change the name of the imports if the permissions exclude them?

The user will be able to edit the name of the import from the tab on the sheet as this falls under Google Sheet’s permissions.

How are permissions applied to sheets that are duplicated/copied?

If the user tries to make a copy of the sheet, the same permissions will be applied to the copied import that was set on the original.

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