Skip to main content
Every workbook is either private or shared. A private workbook is visible only to you. A shared workbook is visible to everyone in your organization, and everyone can work on it together.

​
Who can do what

Versions of a workbook follow the workbook: a version of a shared workbook is shared too.

​
Share a workbook

1

Open the workbook actions

Right-click the workbook in the sidebar. Or, with the workbook open, click the ⋮ (Workbook actions) button next to its name in the top bar
2

Make it shared

Select Make shared
3

Confirm

In Make workbook shared, click Make shared. The workbook now appears under Shared for everyone in your organization
You can also share a workbook when you create it: select Shared in Create workbook.
Anyone in your organization can view, edit, rename and delete a shared workbook. If you want others to see your work without changing it, keep your own private copy as well. Use Duplicate to make one.

​
Make a workbook private

1

Open the workbook actions

Right-click the workbook in the sidebar, or click ⋮ next to its name in the top bar
2

Make it private

Select Make private
3

Confirm

In Make workbook private, click Make private
Only the owner can access a private workbook. If you make someone else’s shared workbook private, you lose access to it.

​
Find shared workbooks

  • In the sidebar, click Filter workbooks in the Workbooks header and select Shared
  • In the top bar, click the workbook name. The list groups workbooks under My workbooks, Shared and Curated

Create a workbook

Create a workbook, add tabs and save versions.

Navigate Caleido

Find your way around the sidebar and top bar.