A user is defined as one personalized email address (firstname.lastname@example.org) and each team member needs one. This is what you will use to share sheets and track user activity.
Adding their account email
If the person you want to add doesn't already have an account, they need to download the app, sign in and share their email address with you so you can add them on the Users menu.
(if users don't know what account they are logged in with, they can go settings in the app, and scroll to the bottom of the page to find their login email).
How the user finds the sheet
- Users can now find the Cloud sheet available in the Sheets overview inside their app.
Users' access rights
When a user scan a matching barcode, it will surface the information stored in the cloud sheet, so it's good practice to pay attention to users update rights.
When sharing a sheet, you can choose whether users will be able to update the values in the sheet or only view it.
- If Update is turned ON
They can update the values in the columns and add new row items to the sheet.
Pro tip: If you only want them to modify specific columns, have a look at the read-only setting in the column configuration guide.
- If Update is turned OFF
Then users can still scan an item, pull down the data to their device, modify the values and export it as a spreadsheet, but they cannot send updates back to the cloud sheet.
- If Admin is turned ON users have the same Update rights, but can also edit items from their web based view.
Other helpful resources:
Any questions or feedback, let us know.
- Orca Team