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:
Open the LiveFlow Web Platform
Click on the Settings Icon
Go to Team
Insert the email address of the user you want to invite
Select their access level (Viewer)
They'll now get an invite
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:
Click on Share in the top right of your Google Sheet
Type in the email address of the client
Select the access level you want to provide (Viewer, Commenter, or Editor).
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