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?
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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:
Coefficient also allows you to enable these settings for all of your imports within the current spreadsheet 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. |
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: “Accounts” a Salesforce import)
Only me
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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. |
2. To update the ability to edit imports just you, select “Only me” from the options listed. |
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. |
5. With this setting, the user will also not be permitted to delete, duplicate, or edit the description. |
Anyone in my domain
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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. |
2. To limit the ability to edit imports with your organization, select “Anyone in my domain”. |
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 or Excel edit access, they can interact with the imports and update them as needed - except for Deleting and Duplicating the import (these are only available to the import owner/creator).
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Anyone
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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. |
2. To open the ability to edit imports to anyone with access to the spreadsheet, select, “Anyone” from the “Permissions” list. |
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 Deleting 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 scheduled times; however, only users with edit permissions can update the import or modify its schedule.
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 can edit the import name from the spreadsheet tab, as this is governed by Google Sheets permissions.
How are permissions applied to spreadsheets that are duplicated/copied?
If the user tries to make a copy of the spreadsheet, the same permissions will be applied to the copied import that was set on the original.