How to Share a Single Tab with Clients Without Exposure to Other Data

Learn how to create a secure client portal in Google Sheets that allows clients to view a single tab without accessing other data, using simple formulas and no Apps Script.

We want to create a client portal. We're going to create a client portal where this tab, specifically of all these tabs, is going to be shown to a client, and they can't have access to any other data on this spreadsheet . And we're also going to be able to get some notes back from the client through this portal. I'm going to show you how we are not going to need any Apps Script for this at all, just a little bit of formula knowledge. So the first thing we're going to do is copy this spreadsheet to a new spreadsheet . This is only this tab. We're going to copy that sheet, we're going to open it, and now we have two workbooks. This workbook has our data, but We don't want to have to go back and forth, right? We don't want to have to update both. So we're actually going to delete everything in here. Automatically Copy Spreadsheet Tab to New File with Values Only, No Formulas How To Use a 1-Cell Google Sheet Automatically Copy Spreadsheet Tab to New File with Values Only, No Formulas How to Prevent Delete Tab

Just the values itself. We're going to keep this formatting . We're going to call this client roadmap, and this is different than the client file, which contains the roadmap. So how do we connect this one with. The original file. We're going to go up to A1, click import , range , and we need a spreadsheet URL. We're going to grab the URL from this roadmap, and a range string . We're going to say ROADMAP, in all caps, exclamation point, A colon C. In parentheses, it's going to load, and it's going to have a reference error until we allow access. And now we've allowed access, we see that the formatting all looks the same. In fact, I can change this, but you'll watch, something will happen. Everything disappears because this array result was not expanded because Better Sheets Videos Checklist Share 1 Row to Another Tab, Forever

it would overwrite data in C4. That's the exact cell we just added some text to. So if we just delete that, we see this is, All from this roadmap tab. So if we want to change it, we go back here and say completed. And let's go back here and see, it says completed. So we can't edit anything here. And in fact, if somebody would edit anything here, it would disrupt this import range . So how do we get some notes from the client back to our original file? We're going to sort of do the same thing. Let's insert a column to the right, and we're going to move it all the way over here. I'm going to delete everything in that column. So this is a blank thing, and notice when I added this text, it didn't Sync Two Tabs Without ImportRange() Redesigning This Copywriting Tool | Spreadsheet Redesign Move Completed to Bottom of Google Sheet

interfere with this reference . It's only going A to C, so we can add this notes section in D. We can format these differently a little bit, so we can see these notes better. This D column does not interfere with A through C. So if a client wants to write some notes , great job, need more reviews, awesome work. How do we get this data back to our original file? Well, we're going to insert a column to the right. We want it, we don't want any of that. Drop down menu. And we're going to go equals import range back from the original one, this client roadmap. Put that in quotes at URL, and arrange string is going to be road map as well, Create a Sheet of Sheets for Project Management and/or Data Management Redesigning This Copywriting Tool | Spreadsheet Redesign How to Prevent Delete Tab

D colon D in parentheses. We will need to allow access here as well. As the editor of both sheets, we can do that. And now, any viewer , if I want to share this sheet, any viewer , I can. And even give them edit access . The worst they could do is possibly edit something in the A through C column. But I can. I'm going to do something here, which is protect sheet. I'm going to protect this range, A through C. Set the permissions to restrict edit to only me. So now, they won't be able to edit anything, A through C, but they can edit the D column and add, need this started, no. Let's go back to our client file, and we see it shows up here. So now we don't necessarily have to check the client's portal. Pros and Cons of Sheet Protection and Collaboration Getting Started in Google Sheets Spreadsheet Management How to Protect Spreadsheet From Yourself

We see their notes here. We can edit. These to do's to in progress. Oh yeah, we need to start that and we can go back to our client portal if we want to add any more notes here or edit this in any way, but we don't need to edit this. See, they started showing up in progress already for looking to do more with Google Sheets than you ever have before and you want to get the best Google Sheets possible. Make sure you're subscribed here on YouTube to better sheets. Add Tasks to Google Tasks From Google Sheets How to Make an Interactive To Do List In Google Sheets Automated Project Management in Google Sheets Track Anything! In a Google Sheet