Overview

Copilot makes it simple to share Google Sheets with your clients directly within your portal. You can embed a view-only Google Sheet to display data to your clients, or an editable Google Sheet to collaborate with your clients as well.

App Setup

Connecting Editable Google Sheets

1. Go to App Setup, and click + Add an app in the top right corner.

2. Click Add under Google Sheets. Set a title and icon that represents the app.

3. We recommend setting this up as a manual app so that you can embed different data for each client. If you want this app to be visible to all clients, set this as an automatic App.

4. Next, click Add. You will be taken to to the app's page, where you can set the embed for each client, group, or company.

5. Click Add to add your first embed or link. Select the client(s) or company to share the app with.

6. Select Show as embed so that the client isn't directed outside of the portal.

7. Next, go to your Google Sheets home page:

8. Find and open the desired sheet you want to embed. (You can also locate and open a Google Sheet within your Google Drive).

9. To share a Sheet, click Share, and under General Access, change it to Anyone With Link.

   If you want clients to edit or only view the sheet, make sure to specify on the right.

10. Copy the link.

11. Return to the App Setup page, paste the copied link into the content box, and click Save.

Connecting View-Only Google Sheets

1. Go to App Setup, and click + Add an app in the top right corner.

2. Click Add under Google Sheets. Set a title and icon that represents the app.

3. We recommend setting this up as an automatic App so that we can embed the same sheet for every client. If you want a specific sheet for each client, set this as a manual App.

4. Select Show as embed so that the client isn't directed outside of the portal.

5. Next, go to your Google Sheets home page:

6. Find and open the desired sheet you want to embed. (You can also locate and open a Google Sheet within your Google Drive

7. To share a Sheet, click File > Share > Publish to Web and click Publish on the Link tab.

8. Copy the link.

9. Return to the App Setup page, paste the copied link into the content box, and click Save.

To preview the app as a client, connect the app to your test client. Then, click Portal at the bottom of the sidebar and click Open portal. Once you're logged in as your test client you'll be able to view the connected app.