Step 2.1: Notify collaborators (optional)

You can choose to notify the collaborators by checking the box that says "Notify people." Type a custom message if you want to, or click on the send button to notify users without a custom message. They will receive an email notification with a link to the shared spreadsheet.

Step 3.1: Update the access level to “Editor”

After updating the general access permissions, by default, Google Sheets will grant "Viewer" access to the people with whom you share the link to your Google Sheets file. This means they can see the spreadsheet data and make a copy, download, or print it.

To update the setting, click to open the dropdown and select "Editor." This will ensure that anyone with the link can edit the spreadsheet, meaning add and delete content, as well as share the document with others.

Step 2.1: Select a template

To get started, you will be directed to the template gallery, where you can choose a pre-existing template that suits what you’re looking for. For this example, we will use the client portal template.

Step 3.1 Choose Google Sheets as the data source

Start by opening the “Select data source” dropdown and choosing “Google Sheets.” Then click on “Continue.”

Step 3.2: Log in to your Google account

If it's your first time connecting your Google account to Softr, you'll be redirected to the Google login screen. From there, select the account where the file is saved.

Step 3.3: Authorize Softr

Next, tick the two boxes highlighted in the image below to authorize Softr to make changes in your Google Sheets and Google Drive files. Then click on “Continue.”

Step 5.1: Add a block

You need to add one of Softr’s pre-made blocks so that you can get your data from your Google Sheets spreadsheet. To do so, click on the “+” sign at the top right corner of your screen.

Step 5.2: Select a block

Once the block menu slides in, choose one block. In our example, we set ourselves to import client data from Google Sheets, so we selected “List with vertical cards.”

Step 5.3: Choose your source

Click on “Connect data source” under the Source tab, then choose your connected Google account.

Step 5.4: Select your spreadsheet and sheet

Next, select the spreadsheet with the data you want to use. Then, select the specific sheet of that spreadsheet that contains the data you want to protect with a password.

Step 5.5: Access the visibility options

In the editor panel, click on the “visibility” option to select the people you want to access and edit this block. Then click the dropdown under “Who can see this block.”

There are three options to select from:

• All users: includes those who are logged in and those who aren’t;
• Logged-in users: only those who have a password needed to access the data;
• Non-logged-in users: only those who don’t have a password to access the data.

If you want everyone to access the data, choose “All users,” but if you want to limit access, select “Logged-in users.”

Step 5.6 Choose which user groups see your data

You can further limit who sees your data. Softr lets you assign edit access to a specific group of people using the user groups feature. These groups organize logged-in users into different categories so each person gets access to specific parts of your data. The client portal template already has user groups.

So to select a certain category of your logged-in users to access the portal, click on the “Which user group” dropdown and select your choice group.

But if you want to give access to every single user who has created accounts with passwords, select the “all logged-in users” option.

Step 5.7: Create a new user group

Alternatively, you can create a new user group. To do so, click on “Create a new user group” at the bottom of the dropdown list.

Step 5.8: Name your user group

After clicking on “Add user group,” a text box will pop up asking you to name your user group. Type the name you might use to identify a group of people, such as “Employees,” then click on “Next.”

Step 5.9: Add users to your new group

Once you have a user group, you need to add users to it. You can do this manually or by adding users based on their attributes with conditions. After creating a user group, you can use it to control who can see a particular block or page.

You can add users manually by clicking the “Add users manually” dropdown and clicking on the names you want to add to your new user group.

Step 6.1: Click on the three dots beside the page you want to edit

Choose the page you want to edit, click the three dots on the top right and select "Settings" to update permissions.

Step 6.2: Select “Visibility”

Click on the "visibility" dropdown in the settings to select who can edit the data on that page.

Step 6.3 Choose who you want to view the page

You have three options to choose from regarding page access:

• All users: both logged-in and non-logged-in can view the page.
• Logged-in users: only those with a password can view the page.
• Non-logged-in users: only those without a password can view the page.

Click on the option that works best for you. For instance, if you want to restrict access to the page only for logged-in users, you should select the second option.

Step 6.4 Choose the specific group of people you want to view the document

As we mentioned earlier, you can further choose which logged-in users can edit the page. Select one or more options depending on your preference.

For instance, if you want to limit access to your campaign and content managers, simply select both options. Choose the option(s) that work best for you.