BillTrack50 Help Center

This quick tutorial will cover how you can share bill sheets with other users in a easy and simple fashion. If you would rather watch a video on this topic, then you can watch how to share bill sheets here.

Any user that is on your account can create bill sheets of their own that will be private, meaning only they can see them. This includes you; if you have created a bill sheet it is private to you, so if you want to share it with others, here are steps that you need to take:

Step 1. The first step is to click on the Account Menu in the top right corner, then click on “Manage Users”. If this function is missing from your list, then that means you do not have permission to manage users, please contact your company administrator or us to help you get your permissions changed.

Step 2. After choosing “Manage Users” you should see the Company Users page, as seen below. Note that if your page only has you on it, such as in the image below, then that means you have yet to add any other users to your account, so you have no one to share with (to add a user to your account, please look at this post). To allow someone else to see a bill sheet that you have made simply find that person on your list and click “Edit”. To give yourself permission to see a sheet that someone else created, click the edit link next to your own name.

Step 3. After you click on the “Edit” link, you will be taken to the Edit Company User page for that user; it should look like the image below. At the bottom of this page you will see various options: Roles, Bill Sheets, Stakeholder pages, Regulation Sheets, and Scorecards. Simply click on the appropriate tab; if you want to share a bill sheet click on bill sheets, if you want to share a Stakeholder Page, click on Stakeholder pages, and so on. For this example, we will click on Bill Sheets.

Step 4. Once you have chosen a tab you will see all the corresponding Sheets/Pages/Scorecards that have been created. You can now set the permission level for how this user will be allowed interact with each individual item. The permission levels are:

1. None: The person with with this permission cannot see the item.
2. View: The person with this permission can see the item, can get alerts and can create widgets (for sheets), but cannot edit the item.
3. Comment: The person with this permission can enter information into a sheet or comments on a stakeholder page.
4. Query: Allows the individual with this permission to add and remove bills or regulations to a sheet, and modify the query on a sheet.
5. Manage: Allows the individual with this permission to access the manage tab to change the name of the item, delete the item, etc.

Once you have set up your settings it will take a few minutes for the new permissions to go into effect and the new items to appear in the users account.

Another helpful way you can use this feature is to hide bill sheets you do not currently need in your list. Edit yourself and set unwanted items to “None”, which will remove those items from your navigation panel. Hiding items can really help keep your account tidy, and you can always go back to the Edit User screen to allow yourself to see one of these “hidden” items if you need it again in the future!