Effective user management is essential for data security and collaborative efficiency. Owners and administrators play a vital role in assigning access rights, ensuring data protection while enabling seamless teamwork. Please follow the provided steps below to assign users and define access within spreadsheet environment.
- Begin by choosing the specific file/folder where access permission needs to be configured in the spreadsheet layer.
- Click on the "Manage Access" icon to initiate the user assignment process.
- By default, the file/folder owner holds complete manipulation rights.
User Rights
Please refer to the table below for detailed access rights information for Owner, Admin, Write, and Read roles.
- Select the user from the list or use the search function to locate the user.(Only users with access to a particular entity will be displayed here.)
- Once you’ve selected the user, specify the access rights for them. If you need to assign access rights to multiple users simultaneously, you can do so by selecting each user and specifying their respective access rights.
- After specifying the access rights for the selected user(s), click on “Save” to confirm access rights for the users. This step is crucial to ensure that the changes are applied and the users are granted the appropriate access rights for the file/folder.
By following these steps, you can effectively manage user permissions and ensure that appropriate access levels are assigned to users, facilitating efficient document management and collaboration.
Related Articles
Assign or Unassign user
In a collaborative environment, managing access to various parts of a document is essential. The application allows you to assign users to specific sections, ensuring they only access relevant portions of the document. You can assign or unassign ...
Create or update user role
Proper role assignment enables users to access necessary tools and functionalities, thereby enhancing productivity. This guide provides step-by-step instructions on how to set up and update user roles, focusing on granting access to the spreadsheet ...
Create user
A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...
Spreadsheet Layer
The Spreadsheet feature in Rainbow enables effortless integration of your source data residing in spreadsheets with the document in the application. Any modifications made to the integrated spreadsheet can be synchronized with the corresponding ...
Create user role
A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...
Popular Articles
Sign in to the Rainbow application
You can log in to the Rainbow application with the credentials (registered email address and password) shared by us. To access the login page, use the following URL: rainbow.datatracks.com Enter your registered email address and password. Click on ...
Create entity
An "Entity" is a term used to describe a company that's required to create and submit periodic reports to regulatory authorities in iXBRL format. It's important to note that a single firm can have multiple entities under its umbrella. To uniquely ...
Create user
A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...
Edit user
In case you would like to modify the user details, you can change them by following the provided steps below. Admin >> User >> Edit >> Submit. 1. Hover the mouse over the “Admin” menu at the top right of your screen then select "User" to access and ...
Create user role
A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...
Recent Articles
Direct Filing
Direct Filing Option is available that simplifies the submission process of Edgar HTML and XBRL/iXBRL for various form types. Below are the outlined steps required to initiate and complete the Direct Filing process seamlessly. First step is to choose ...
Unable to create return
The error you are experiencing may be due to the expiration of HMRC’s Authorization (OAuth token). By following the steps outlined below, you will be able to reauthorize and continue with your submission. Steps to Revoke Authorization and Reauthorize ...
Download document for offline review
Once document is ready, you have the flexibility to download it offline in multiple formats such as HTML, PDF, or Word, depending on your needs. Follow the provided steps below. 1. In the Document Process screen, begin by choosing the required entity ...
Create or Extend dimension
Dimensions are applied in combination with an element to add a precise description to the value tagged in financial reporting. By using dimensions, you can specify various attributes of a financial fact, such as the product type, geographic region, ...
Build calculation
In the Presentation Tree Role, constructing and managing calculations is crucial for maintaining the accuracy of your financial data. This guide will lead you through the steps to create, update, and manage these calculations, ensuring that your data ...