As a SecureSheet administrator, it is helpful to learn the how SecureSheet is set-up and to perform as many of the tasks as possible so you can effectively support your organization. Quick reference task lists are provided here for each of the major processes an administrator performs or supports in SecureSheet.


To view a recorded live demonstration of SecureSheet, click here.


Be sure to check out the videos for administrators which cover some common administrator tasks.

Quick Start

This quick start checklist guides you through the help topics so that you can get an overview of SecureSheet and also get started with the tasks required to create a working model of your spreadsheet as a SecureSheet, identifying your users, their views of the data, and the security needed to support your compensation planning process.


Testing

Once your implementation is in process, you can start testing your end user views and making tweaks to columns that are locked, unlocked, or hidden from end users in each view. This checklist is a quick reference to the tasks you can perform while testing and tweaking your SecureSheet working model.


Manage Users and Sharing

After your users are initially shared to SecureSheet, there may be some adjustments to their views, or addition of users while testing and during and after go-live. This checklist is a quick reference managing your users and their sharing permissions in SecureSheet.


Setting Up Statements

At the end of your cycle, you may produce a compensation statement for each employee in the organization. This checklist is a quick reference for statement set up and printing.


Go-live

When you are close to opening up your sheet for end user input, there are a few steps to make sure your data is clean from any testing, and that you are ready to audit the activity once your SecureSheet is live.


Data Maintenance

Data changes as fast as you pull it. There are many tools in SecureSheet that allow you to administer data changes directly in SecureSheet.


Formatting Changes

If you have to make changes to cells once your SecureSheet working model is well in progress or your SecureSheet is live with end users accessing it, use the Administration tools in SecureSheet when you can versus locking, exporting and importing changes to your entire sheet.


Working with Views and Filtering

It is helpful to understand how view filters work with user security so that you know what to expect in each view in your SecureSheet. The initial design is identified in your Users-Views SecureSheet, and additional views can be created as needed to support your users or your administrative functions.