SecureSheet Site Management
Your organization has its own SecureSheet site where you manage your SecureSheet files. There are three main areas on your site where files are stored: Active SecureSheets, Hidden SecureSheets, and Archived SecureSheets. Different scenarios may occur where the implementation team needs to consider the best location to store a SecureSheet. The three areas are defined as:
- Active SecureSheets – When a SecureSheet is in the Active SecureSheets area, it is accessible by end users who have been shared to it and can login to SecureSheet, who are not SecureSheet administrators. This is the location for all “live” SecureSheets.
- When a SecureSheet is in the Active area, any user who has either a password for or an internal SSO link to SecuresSheet (based on your organization set-up), and who is shared to Views within the SecureSheet, may login and access their View(s).
- Hidden SecureSheets – When a SecureSheet is in the Hidden SecureSheets area, it is only accessible to users who have been give SecureSheet System Administration permission. It is not accessible by end users.
- Archived SecureSheets – For cycles managed in SecureSheet Year 2 and beyond, the final files from the previous year are stored in the Archived SecureSheets area. Due to the Data Security Policy and GDPR requirements followed by SecureSheet, SecureSheet will only store files one year back. Any older files or unneeded copies of files may be deleted to comply with SecureSheet policies.
- At any time, you may export your SecureSheet(s) and store it locally as a back-up. Also note that you may export Sharing and Views from the Import/Export Options to have a complete picture of your SecureSheet at any point in time.
- SecureSheet makes a backup every morning at 4:00AM Eastern Standard Time. That backup may be recovered for up to seven (7) days.
- You will move your files around the areas of your site, as well as potentially make copies of or delete a SecureSheet. Tasks you may perform include:
- Accessing Active, Hidden, and Archived Areas of Your Site
- Hiding or Archiving a SecureSheet
- Moving a Hidden SecureSheet to Active
- Copying a SecureSheet
- Renaming a SecureSheet
- Deleting a SecureSheet
- Attaching a file to File Attachments in SecureSheet (to securely share an excel file with the SecureSheet Support Team)
- Highlight the Name of a SecureSheet
- Update Your Organization's Private Label Information