Sharing

Row Zero supports 3 different sharing roles (Owners, Editors and Viewers), which can be assigned to any user when a workbook is shared with them. Use the 'Share' button in the upper right corner.

Owner

The person that created the workbook. The owner has all admin permissions for the workbook, including adding and removing access to the workbook. If an owner would like to remove their own access from the workbook without deleting the workbook, they must assign ownership to another Editor.

Editor

An editor can modify any part of a workbook but cannot remove an owner from a workbook. When an Editor has access to a shared workbook with a connected data source, the Editor can re-run the data import but cannot modify the SQL query or access the owner's connection credentials.

Viewer

A viewer can view but not modify a workbook they are assigned to. For Business and Enterprise customers, viewers are free.

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.

Sharing Mechanics

Workbook Owners and Editors can share workbooks with additional users. Workbooks can be shared to specific emails or with a link. Workbooks shared with free users are accessible in addition to the one free workbook allotment.

Named Sharing

When sharing with other individuals, you can enter their email address into the sharing modal and click 'Invite.' You can then choose to send an invite email to the new users, which will prompt them to create a Row Zero account to open the shared workbook. For Business and Enterprise customers, sharing can be restricted to only users in your domain.

Link Sharing

Another sharing option is to share a link to the workbook. This option can be found at the bottom of the sharing modal. Links to workbooks can be shared with invited users via "name sharing" or you can toggle the "anyone with link can view." This features allows anyone to click on the link and open your workbook without logging in. For Business and Enterprise customers, this option can be disabled or restricted to your domain.