Sharing and Collaboration
Workbook Roles
Row Zero supports three different workbook roles: Owner, Editor, and Viewer. Use the 'Share' button in the upper right corner of a workbook to assign a role to a user.
Owner
The owner is the user who created the workbook. The owner has full permissions for the workbook, including adding and removing access to the workbook. In addition, the owner can use the advanced sharing options to set policies on who can create copies of the workbook and who can share the workbook with others.
Editor
An editor can modify any part of a workbook. If the workbook contains a connected table, the Editor must also have access to the data source or connection backing the table in order to modify or re-run the query.
If the owner has delegated sharing to editors, editors can share with other users but cannot remove an owner from a workbook.
Viewer
A viewer can view but not modify the workbook.
Sharing Mechanics
Workbooks can be shared to specific email addresses or with a link.
Named Sharing
To share with individuals, enter their email addresses into the sharing modal and click 'Invite.' You can also choose to notify these users via email. Users will be prompted to log in or create a new account in order to open the workbook.
If your organization syncs groups with SCIM, you can also enter group aliases to share the workbook with all Row Zero users in that group. Learn more about SCIM here.
Enterprise customers can also restrict sharing to only users in the workspace or prohibit sharing completely. Learn more about workspace policies here.
Link Sharing
Another option is to use link sharing. When this option is turned on, allowed users can access your workbook via the link, even if they are not explicitly named.
For individual Free and Pro customers, link sharing creates public links that are accessible to anyone, with no login required. For Business customers, link sharing will default to links accessible to only users in your workspace.
Enterprise customers can restrict link sharing to the workspace or disable it completely. Learn more about workspace policies here.
Share a dynamic copy of a workbook
Users can create a dynamic link that will create a copy of the current version of their workbook whenever it is accessed. This can be helpful for sharing dynamic datasets, publishing large datasets, or sharing templates so the sharee can have their own editable copy without impacting the original version.
Here's how to create dynamic copy links for Row Zero workbooks:
- In the workbook you want to share, click the Share button in the top right. At the bottom of the Share window, select Anyone with link can view and then click Copy link
- When sharing or publishing the link, add ?copy to the end of the URL.
- When anyone visits the link, it will create their own copy of the workbook that they can edit.
Example: In our ZIP Code to State blog post, we share a public copy of our workbook using the ?copy URL parameter (https://rowzero.com/workbook/0F41E1613F44E71C8CB338A4/49?copy) so that anyone can click the link and open their own editable version of the workbook.
Create "Open in Row Zero" links
Users can create dynamic Open in Row Zero links that will open the latest version of a linked file (e.g. CSV, parquet, etc.) in a new Row Zero workbook. You can create dynamic links to open a file by using the following URL structure: https://rowzero.com/new?link=INSERT_YOUR_LINK_HERE and replace INSERT_YOUR_LINK_HERE with the URL of your file.
Follow Feature
When reviewing a workbook with another user, you can follow their interactions by clicking their user icon in the upper right-hand corner of the screen adjacent to the 'share' button. Once clicked, your screen will follow their interactions as they move throughout the workbook. 
Comments
Right-click to add comments to cells, charts, and tables.
You can @ mention specific users, who will be alerted to new comments via the notifications bell in the top right corner.
You can also view all comments in a workbook by going to View > Comments in the navigation.
Charts show a yellow dot in context where the comment was added. Cells with comments have a yellow triangle in the top right corner. Both show the comment on hover.
Resolving a comment hides it in the sheet but it will still show under “Resolved” when you view all comments so that you can track completed work.
Locking cells and sheets
Workbook editors can now lock cells and sheets in a workbook. To lock cells, select your cells and go to Data > Lock cells > Lock selection.
You can lock and unlock specific cells, specific sheets, or all sheets in the workbook.
Note: You can also lock and unlock cells and sheets from the right-click context menu.
Version history and snapshots
When collaborating on a spreadsheet, it can be helpful to access Version History to go back to a past revision if someone made a mistake and/or you want to snapshot a report at month end or snapshot a dashboard for a weekly business review. 