Sheets Widget in the Customer Portal

Created by Advaith R, Modified on Thu, 16 Oct at 10:19 PM by Advaith R

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To allow your customers to view and access sheets that are part of their projects, follow these steps when setting up the portal:

  1. Open your Customer Portal Template.

  2. Next to the section bucket, click the + icon to add a new section.

  3. Select "Sheets".

  4. This widget will now enable your customers to access sheets that are relevant to their specific projects.



Similar to other widgets, the Sheets widget in the Customer Portal allows you to:

  • Communicate through chat and comments.

  • Manage data by updating values, creating new tabs, and modifying fields.

  • Use the Spotlight feature to highlight specific sheet capabilities.




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