Teams

Features

SyncWith has recently launched our Teams feature, allowing you to collaborate with colleagues on reports and data sources. Being on a team allows you to:

View and edit all team member’s reports on a given Google spreadsheet using the SyncWith addon for Google Sheets
Access and use your team member’s connections to services like Facebook Ads, Google Analytics etc

Share your subscription with team members, so that plans and quota are shared among the team
Only the team admin can edit/update the subscription

Limitations

We're continually improving the teams feature. These are some known limitations:

Access Controls

Team members have full access to all reports. They can:

Create, edit and delete other team member's reports
Access data sources and connections. For example, a team member could create a report using the Facebook Ads credentials you have linked with SyncWith

So please only invite team members you trust.

However, note that team members can only access reports in sheets they have editor access to.

Multiple Teams

Although you can join multiple teams, the last team you join will be your "primary" team. When you leave a team, the last team you joined will become the primary team.

Your primary team manages your subscription and refresh quota. This means that when you join a team, the refresh quota available to your reports may decrease if the team is on a hobby plan. Leaving the team will restore your previous subscription.

Creating a team

Currently there is just one way to get on a team: you must request to join another user using our Google Sheets Addon.

Prerequisites

Before you can create a team, you need to have at least 2 people who have installed the SyncWith Google Sheets addon
One of users has to have created at least one report within a Google spreadsheet.
All users have to have access to the Google spreadsheet

Steps

User 1 (Requester)

Open the Google spreadsheet
Open the SyncWith addon for Google Sheets
If other user(s) have created at least one report in this spreadsheet, then you’ll see the Team reports heading, and the Request access button
Click Request access
You’ll then arrive at syncwith.com, click Request to join and an email will be sent to the other user who created the report(s)

User 2 (Approver)

You should receive an email notification, notifying you that the other user has requested access, click the Approve request button in the email
You’ll be taken to syncwith.com where you can approve the request
If your account has team billing enabled, you will be asked to upgrade your subscription to add the additional users.
Once the request is approved, you’ll see your team at https://syncwith.com/account/team

Updated on: 07/03/2024

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