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How can my clients or internal team view LiveFlow reports?
How can my clients or internal team view LiveFlow reports?

There's a few different ways you can get your clients to see your LiveFlow reports

Lasse Kalkar avatar
Written by Lasse Kalkar
Updated over a week ago

Method 1: Add your client or team member as a Viewer in LiveFlow [RECOMMENDED]

Benefits of this method:
Your client or team member will be able to drill down into the reports you have created. Viewers can only drill down and refresh reports. They can not create reports, manage reports or connect companies.

Here's how to add a viewer in LiveFlow:

  1. Open LiveFlow

  2. Click on your workspace icon

  3. Go to members

  4. Insert the email address of the user you want to invite

  5. Select their access level (Viewer)

  6. They'll now get an invite

  7. Last, make sure you also invite them to the Google Sheet itself

Method 2: Invite the client to the Google Sheet

Benefits of this method:
Your client or team member can view your live reports without a LiveFlow license. All they need is access to the Google Sheet.

Here's how to invite someone to a Google Sheet:

  1. Click on Share in the top right of your Google Sheet

  2. Type in the email address of the client

  3. Select the access level you want to provide (Viewer, Commenter, or Editor).

  4. Click Send

Method 3: Use Protected Sheets and Ranges

Benefit of this method:

This allows you to prevent unintentional edits and unintentional changes by those who have access to your Google Sheet.

  • This option is useful if your client, department head, or other individual needs access to a certain portion of a spreadsheet to collaborate, but doesn't need access to all tabs or cells.

  • Think of Protected Sheets and Ranges as a child-lock to formulas you don't want being altered or for certain tabs that have no use to your spreadsheet collaborator.

  • To learn how to use Protect Sheets and Ranges, read this guide or follow along in the video below.

Method 4: Publish to Web

Benefit of this method:
This option allows you to send a new URL to a client or stakeholder, and allows them to see specific or all of the contents of your spreadsheet - without being able to edit it.

  • This option is useful if you want to turn your spreadsheet into a live dashboard with only the metrics that matter to your client

  • To learn how to Publish to Web, read this guide or follow along in the video below

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