Administrator Processes and Tasks
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.
- Learn about your organization's SecureSheet site
- Format your Excel File for SecureSheet
- Upload your Excel File to SecureSheet File Attachments
- Design views and identify users for your SecureSheet
- Learn to export from and import to SecureSheet
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.
- Learn how to navigate in SecureSheet
- Impersonate users for Admin Testing
- Test Users and Views
- Set up impersonation for end users
- Adjust locked, unlocked and hidden column settings in a view
- Set maximum rows and columns in a view
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.
- Set up Users-Views
- Adding User(s) for the first time
- Updating the sharing profile for a group of users
- Updating the sharing profile for an individual user
- Adding a new user to the users tab
- Lock views from users
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.
- Statement column mapping and scenarios
- Design a statement tab and modify the default view
- Set up statement logic on the main SecureSheet tab
- Set up views for end users to export statements
- Test statement scenarios offline
- Printing/Exporting statements
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.
- Follow these steps for go-live
- Unhide your SecureSheet
- Learn about auditing SecureSheet activity
- Audit cell change history in SecureSheet
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.
- Maintain a live SecureSheet
- Update data values in a column
- Add new rows to SecureSheet
- Modify a data validation
- Work with Data Validations
- Update Header Row Formulas Online
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.
- Adjust a column width
- Change a cell format
- Merge or unmerge cells
- Protect cells
- Insert a column into a SecureSheet
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.