Teams

Teams

Features

• Being on a team lets you view and edit all team member’s reports on a given Google spreadsheet using the SyncWith addon for Google Sheets

• Being on a team also lets you access and use your team member’s connections to services like Facebook Ads, Google Analytics etc

Limitations

• We don’t yet have any team billing, plans or quotas, so each team member is required to have their own account, and will have to pay for a subscription (or remain on our free tier)

• Team members have full access, this means team members can (for example) delete your reports, access your data sources and connections etc. So please only invite team members you trust.

Creating a team

Prerequisites

1. Before you can create a team, you need to have at least 2 people who have installed the SyncWith Google Sheets addon

2. One of users has to have created at least one report within a Google spreadsheet.

3. All users have to have access to the Google spreadsheet

Steps

User 1 (Requester)

1. Open the Google spreadsheet

2. Open the SyncWith addon for Google Sheets

3. If other user(s) have created at least one report in this spreadsheet, then you’ll see the Team reports heading, and the Request access button

4. Click Request access

5. You’ll then arrive at syncwith.com, click Request to join and an email will be sent to the other user who created the report(s)

 

 

1. You should receive an email notification, notifying you that the other user has requested access, click the Approve request button in the email

2. You’ll be taken to syncwith.com where you can approve the request

3. Once the request is approved, you’ll see your team at https://syncwith.com/account/team