Computer and Business Skills training

Sign Up
Home / Excel / Permissions

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.

For MS Excel training classes in Chicago and Los Angeles call us on 888.815.0604.



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.


  4. Info > Mark as Final

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


  6. Warning message


  7. Excel displays an information 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 - marked as final


    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.


  4. Encrypt with a Password


  5. In the Encrypt Document dialog box, enter the password that you want to use.


  6. Encrypt Document Dialogue box


  7. In the Confirm Password dialog box, re-enter the password that you want to use to confirm it.


    Confirm - password

Note that if you want to remove the password protection, you’ll repeat the process. However, leave the password field blank.



Protecting the Current Sheet or the Workbook Structure

To protect a current sheet of a workbook, use the following procedure.

  1. Select the File tab from the Ribbon to open the Backstage View.
  2. Select Protect Workbook.
  3. Select Protect Current Sheet.

  4. Protect Current Sheet


  5. Excel displays the Protect Sheet dialog box.


  6. Protect Sheet Dialogue Box


  7. You can enter a password if desired to unprotect the sheet.
  8. Check the boxes for the actions that you want to allow other users to perform on the sheet.
  9. 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 and Windows


  5. Check the boxes for the options you want to protect.
  6. You can enter a password if desired to unprotect the workbook.
  7. Select OK.


Related Excel Lessons

Sharing Workbooks in Excel
Digital Signatures
Working with multiple Views


Group Excel training

Through our network of local trainers we deliver onsite group Microsoft Excel training right across the country. View our Excel training student testimonials or obtain a quote for a customized Excel class.


Excel courses

Why train with us?Need Group training quotation?Fresh Starbucks brewed every day Book two levels of Excel training and save $100FREE Class Repeat with each courseBook 3 Level of Excel Training and save $150