Working with Permissions in Excel

Working with Permissions in Excel

The following tutorial introduces you to the Information tab on the Backstage View. You’ll learn about marking a workbook as final, which makes the workbook read-only. You’ll also learn about permissions - both encrypting the workbook with a password and restricting permissions. This tutorial explains how to protect both the current sheet and an entire workbook’s structure.

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Marking Worksheet as Final

To mark a workbook as final, use the following procedure.
  1. Select the File tab from the Ribbon to open the Backstage View.
  2. Select Protect Workbook.
  3. Select Mark as Final.

Makring as Final

  1. Excel displays a warning message. Select OK to continue.

Warning Message

  1. Excel displays a warning message. Select OK to continue.

Information Message

Notice the yellow bar at the top of the workbook to indicate that the workbook has been marked as final.

Yellow Bar

Notice that on the Info tab on the Backstage View, the Permissions area has changed.

Protect Workbook

Encrypting with a Password

To encrypt a workbook with a password, use the following procedure.
  1. Select the File tab from the Ribbon to open the Backstage View.
  2. Select Protect Workbook
  3. Select Encrypt with Password.

Encrypt with password

  1. Excel displays the Protect Sheet dialog box.

Protect sheet

  1. You can enter a password if desired to unprotect the sheet.
  2. Check the boxes for the actions that you want to allow other users to perform on the sheet.
  3. Select OK.
To protect a workbook structure, use the following procedure.
  1. Select the File tab from the Ribbon to open the Backstage View.
  2. Select Protect Workbook.
  3. Select Protect Workbook Structure.
  4. Excel displays the Protect Structure and Windows dialog box.

Protect structure

  1. Check the boxes for the options you want to protect.
  2. You can enter a password if desired to unprotect the workbook.
  3. Select OK.
 

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