diff --git a/help/en/docs/FAQ.md b/help/en/docs/FAQ.md index 06bb48733..f31d814a0 100644 --- a/help/en/docs/FAQ.md +++ b/help/en/docs/FAQ.md @@ -15,9 +15,9 @@ Yes! You may create multiple team sites. Each team site may be on the free or a paid plan. Each team site on a paid plan is associated with its own subscription, and is billed separately. -1. **New team site.** If you’re looking to create a new team site, navigate to your personal site at [docs.getgrist.com](https://docs.getgrist.com/), then click on top-left site name (@your-name) to open a list of sites. Click on the "+ Create new team site". In the pop-up, select the plan to use. +1. **New team site.** If you’re looking to create a new team site, navigate to your personal site at [docs.getgrist.com](https://docs.getgrist.com/), then click on top-left site name (@your-name) to open a list of sites. Click on the '+ Create new team site'. In the pop-up, select the plan to use. -2. **Adding account to team site.** You may own or be a member of multiple teams sites. If you have multiple Grist login accounts, you may also add your second account as a team member. While in the team site you own, open the user menu and click on Manage Users. +2. **Adding account to team site.** You may own or be a member of multiple teams sites. If you have multiple Grist login accounts, you may also add your second account as a team member. While in the team site you own, open the user menu and click on 'Manage Users'. **Did you know?** @@ -27,13 +27,13 @@ areas for different teams. ### Can I add multiple login accounts to Grist? -Yes! To add multiple accounts to Grist, open the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist, then click on “Add Account.” +Yes! To add multiple accounts to Grist, open the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist, then click on 'Add Account'. You can now easily switch between all your accounts, and all your teams, from the user menu. ### How do I update my profile settings? -Open the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist, then select “Profile Settings”. +Open the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist, then select 'Profile Settings'. From here, you can manage the name associated with your account, update Grist's theme to light or dark mode, set a language and create and manage an API key. To learn more about our API, check out [Grist API](rest-api.md#grist-api). @@ -45,19 +45,26 @@ We use [Weblate](https://hosted.weblate.org/engage/grist/) to manage translation It is not possible to change the email associated with your Grist account. However, it it possible to transfer ownership of documents and team sites between two Grist email accounts that you own. This would effectively change your Grist email. [Learn how](FAQ.md#how-to-manage-ownership-of-my-team-site). -It is possible to manage multiple accounts in Grist. To add another account, open the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist, then click on “Add Account.” +It is possible to manage multiple accounts in Grist. To add another account, open the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist, then click on 'Add Account'. You can now easily switch between all your accounts, and all your teams, from the user menu. +### How do I delete my account? + +You can delete your account in 'Profile Settings' by selecting 'Delete Account' under 'Privacy & Data'. Please note that this action is permanent. + +Need to delete a team site? Learn more [here](teams.md#billing-account). + + --- ## Plans ### Why do I have multiple sites? -All Grist users have access to a free personal site. The personal site is always named beginning with "@" and is always located at [docs.getgrist.com](https://docs.getgrist.com/). Each document in this site may be shared with up to two guests for free. Learn more about free plans on our [pricing page](https://www.getgrist.com/pricing/). +All Grist users have access to a free personal site. The personal site is always named beginning with '@' and is always located at [docs.getgrist.com](https://docs.getgrist.com/). Each document in this site may be shared with up to two guests for free. Learn more about free plans on our [pricing page](https://www.getgrist.com/pricing/). -Documents shared with you from other personal accounts will be shown in your personal site in workspaces named with "@Name" to indicate the owner of that document. +Documents shared with you from other personal accounts will be shown in your personal site in workspaces named with '@Name' to indicate the owner of that document. You may navigate between your [personal site](teams.md#understanding-personal-sites) and [team sites](teams.md) by clicking in the top-left corner to open a drop-down menu of sites to which you have access. @@ -69,29 +76,29 @@ You may navigate between your [personal site](teams.md#understanding-personal-si 1. Open the team site to which you want add a second owner. -2. Click "Manage Users" under the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist. +2. Click 'Manage Users' under the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist. 3. Add the new email address as Owner, and click Confirm. -4. You may also wish to go to “Billing Account” (also under the user menu) and add the new owner as a Billing Manager. +4. You may also wish to go to 'Billing Account' (also under the user menu) and add the new owner as a Billing Manager. **Transfer ownership** 1. Follow steps 1-3 above to add a second owner. -4. Go to “Billing Account” (also under the user menu) and add the new Owner as a [Billing Manager](team-sharing.md#billing-permissions). +4. Go to 'Billing Account' (also under the user menu) and add the new Owner as a [Billing Manager](team-sharing.md#billing-permissions). -5. The new Owner should log in, open the team site, and visit “Manage Users” and “Billing Account” pages again to remove the original owner. This will essentially transfer the ownership of the team site to the new account. +5. The new Owner should log in, open the team site, and visit 'Manage Users' and 'Billing Account' pages again to remove the original owner. This will essentially transfer the ownership of the team site to the new account. It is not possible to add a second owner to, or transfer ownership of, a [personal account](teams.md#understanding-personal-sites). **Did you know?** -If you’re transferring team site ownership between two Grist email accounts that you own, you can more easily transfer ownership by signing in with multiple accounts. To sign in with another account, open the user menu and click on “Add Account.” You can now easily switch between all your accounts, and all your teams, from the user menu. Follow the steps above to transfer ownership from one account to the other. +If you’re transferring team site ownership between two Grist email accounts that you own, you can more easily transfer ownership by signing in with multiple accounts. To sign in with another account, open the user menu and click on 'Add Account'. You can now easily switch between all your accounts, and all your teams, from the user menu. Follow the steps above to transfer ownership from one account to the other. ### Can I edit my team’s name and subdomain? -You may edit your site name and subdomain from the billing page. Open the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist, then click on [“Billing Account.”](teams.md#billing-account) +You may edit your site name and subdomain from the billing page. Open the [user menu](glossary.md#user-menu) by clicking on the profile icon in the top-right of Grist, then click on ['Billing Account'](teams.md#billing-account).
*![Public access](images/faq/edit-subdomain.png)*
@@ -103,7 +110,7 @@ You may edit your site name and subdomain from the billing page. Open the [user Yes! Follow these steps to move documents between sites. -1. Open the document you wish to move and click on the share icon (), then click "Duplicate Document" in the menu. +1. Open the document you wish to move and click on the share icon (), then click 'Duplicate Document' in the menu. 2. Select the site (organization) to which you want to transfer the document. @@ -133,7 +140,7 @@ To summarize multiple records, you need [summary tables](summary-tables.md). The major difference between Grist and spreadsheets like Excel or Google Sheets is that Grist is a database, so each row in a grid represents a record (e.g. a person, a bank transaction, etc.) Since a sum across multiple records isn't the same kind of record, Grist offers summarizing data as a separate widget, which can be modified to calculate even more powerful summary data. -For example, suppose you have a table of webstore orders called `Orders` and you want to sum sales revenue from all orders. At the top of the left-side menu, click "Add New" button and select "Add Page" or "Add Widget to Page". In the widget picker, select the `Orders` table then click the summation icon () next to it. Add the page or widget to your document. Done! You've now created a summary table that by default counts all the records in the `Orders` table, and sums all [numeric](col-types.md#numeric-columns) and [integer](col-types.md#integer-columns) columns, such as the amount sold in each order. +For example, suppose you have a table of webstore orders called `Orders` and you want to sum sales revenue from all orders. At the top of the left-side menu, click 'Add New' button and select 'Add Page' or 'Add Widget to Page'. In the widget picker, select the `Orders` table then click the summation icon () next to it. Add the page or widget to your document. Done! You've now created a summary table that by default counts all the records in the `Orders` table, and sums all [numeric](col-types.md#numeric-columns) and [integer](col-types.md#integer-columns) columns, such as the amount sold in each order. Summary tables can do more than a sum of a tables' columns. With just a few clicks you can summarize orders *by month* to calculate the number of orders and total sales revenue in each month for which you have data. @@ -160,13 +167,13 @@ Guests, on the other hand, are invited to particular documents, but are not adde There are many ways to share Grist data with non-team members. 1. **Guests.** Each document may be shared with 2 guests (non-team members) at no additional cost. -2. **Link Sharing.** In share settings, there is an option to turn on [public access](sharing.md#public-access-and-link-sharing). The public access role can be set to viewer or editor. Anyone with a link can view (or edit) your data. Those views would not count towards your plan's user count. The document is visible to anyone with the link, however, so use caution when working with sensitive data. +2. **Link sharing.** In share settings, there is an option to turn on [public access](sharing.md#public-access-and-link-sharing). The public access role can be set to viewer or editor. Anyone with a link can view (or edit) your data. Those views would not count towards your plan's user count. The document is visible to anyone with the link, however, so use caution when working with sensitive data.
*![Public access](images/faq/link-sharing.png)*
-3. **Restricted View-only link sharing.** With view-only link sharing, there is a way to further restrict what people can see by using Grist's access rules to set specific URL parameters called [link keys](access-rules.md#link-keys) that determine which tables, columns, or rows are shown when a specific link is shared. +3. **Restricted view-only link sharing.** With view-only link sharing, there is a way to further restrict what people can see by using Grist's access rules to set specific URL parameters called [link keys](access-rules.md#link-keys) that determine which tables, columns, or rows are shown when a specific link is shared. -4. **View-only Embed.** Grist [pages](page-widgets.md#pages) can be embedded into websites in an iframe. [Learn how.](embedding.md) +4. **View-only embed.** Grist [pages](page-widgets.md#pages) can be embedded into websites in an iframe. [Learn how](embedding.md). --- @@ -176,7 +183,7 @@ There are many ways to share Grist data with non-team members. Yes, it is possible to embed Grist [pages](page-widgets.md#pages) as view-only data in a website in an iframe. -`` Replace the url written in the code above with the URL of the Grist page you wish to embed, follow by `?embed=true` at the end of the url. diff --git a/help/en/docs/images/billing-account-new-image.png b/help/en/docs/images/billing-account-new-image.png new file mode 100644 index 000000000..f5facdd55 Binary files /dev/null and b/help/en/docs/images/billing-account-new-image.png differ diff --git a/help/en/docs/images/team-sharing/billing-account.png b/help/en/docs/images/team-sharing/billing-account.png new file mode 100644 index 000000000..3060684f8 Binary files /dev/null and b/help/en/docs/images/team-sharing/billing-account.png differ diff --git a/help/en/docs/images/billing-page.png b/help/en/docs/images/team-sharing/billing-page.png similarity index 100% rename from help/en/docs/images/billing-page.png rename to help/en/docs/images/team-sharing/billing-page.png diff --git a/help/en/docs/team-sharing.md b/help/en/docs/team-sharing.md index 3ada668b1..8339b4626 100644 --- a/help/en/docs/team-sharing.md +++ b/help/en/docs/team-sharing.md @@ -5,7 +5,7 @@ We saw how to share individual documents with other users in the allowing you to share a team site's collections of documents in whole or in part with others. You may further group documents into [workspaces](workspaces.md) and edit permissions at the workspace-level as well. -To share a team site, click on the "Manage Team" button in the top right of your team site homepage. +To share a team site, click on the 'Manage Team' button in the top right of your team site homepage. ![team-sharing-manage-users](images/team-sharing/team-sharing-team-site.png) @@ -18,7 +18,7 @@ Just as for documents, you can invite people as viewers, editors, or owners of t team site. All documents within the site will be accessible to those people, -unless you turn off the "Inherit access" sharing option for individual [workspaces](workspaces.md) +unless you turn off the 'Inherit access' sharing option for individual [workspaces](workspaces.md) or [documents](sharing.md). ## Roles @@ -39,10 +39,10 @@ There are three primary roles supported by Grist for team sites: ## Billing Permissions None of these roles give access to billing information or management. -Billing plan managers can be added via the "Billing Account" option. -Open the user menu under your user icon, and select "Billing Account". +Billing plan managers can be added via the 'Billing Account' option. +Open the user menu under your user icon, and select 'Billing Account'. -*![Add billing managers](images/billing-page.png)* +*![Add billing managers](images/team-sharing/billing-page.png)* {: .screenshot-half } ## Removing Team Members @@ -51,4 +51,4 @@ To remove a user from your team, click 'Manage Team' at the upper right of the p ![remove-team-members](images/team-sharing/remove-team-members.png) -When users are removed from your team, your monthly bill will be reduced, prorated for the time remaining in the billing cycle. \ No newline at end of file +When users are removed from your team, your monthly bill will be reduced, prorated for the time remaining in the billing cycle. diff --git a/help/en/docs/teams.md b/help/en/docs/teams.md index 9af3cc9c8..84d6d77fd 100644 --- a/help/en/docs/teams.md +++ b/help/en/docs/teams.md @@ -16,7 +16,7 @@ Opening the user menu under your profile icon will also list all sites to which *![User Menu List of Sites](images/team-sharing/team-sharing-pick-site.png)* {: .screenshot-half } -Not seeing your team site? Try selecting the "Add account" option in the user menu. It's possible the team site might be linked to a different email address. +Not seeing your team site? Try selecting the 'Add account' option in the user menu. It's possible the team site might be linked to a different email address. A fresh team site will look something like this, ready to be filled with Grist documents and shared with your team. @@ -33,7 +33,7 @@ Owner, you can immediately start [sharing](team-sharing.md) the site with others ## Understanding Personal Sites -Sites that begin with the "@" symbol are personal sites. All Grist accounts have a personal site. +Sites that begin with the '@' symbol are personal sites. All Grist accounts have a personal site. Your personal site is named using your name, and is always available at . That’s also where you will find personal documents shared with you by others. Each document in a personal site may be [shared](sharing.md) with up to 2 Guests for free. @@ -47,10 +47,11 @@ That’s also where you will find personal documents shared with you by others. ## Billing Account -If you created a team site on the Pro or Business plan, or were added to it as a Billing Manager, then you may manage billing information, and edit your team site's name and subdomain from the billing account page. Open the [user menu](glossary.md#user-menu) and click on "Billing Account" to open a menu that looks like this. +If you created a team site on the Pro or Business plan, or were added to it as a Billing Manager, then you may manage billing information, and edit your team site's name and subdomain from the billing account page. Open the [user menu](glossary.md#user-menu) and click on 'Billing Account' to open a menu that looks like this. -*![billing account](images/billing-page.png)* -{: .screenshot-half } +*![billing account](images/team-sharing/billing-account.png)* -Click on the top "Change" icon to edit your team site name or subdomain. Note, if you change the +Click on the top 'Change' icon to edit your team site name or subdomain. Note, if you change the subdomain, then any links pointing to your site or documents within your site will need updating. + +Team sites can be deleted from the 'Billing Summary' page by clicking 'Delete team site'. Please note that this action cannot be undone and this will remove your site including all documents. Be sure you have created a backup of important data beforehand.