FAQ: Collaboration and Security in Worksheets

How do I test my security configuration for Worksheets?: To see which data displays in workbooks, we recommend signing in as multiple users with different security settings. Then use the Data Wizard to insert report data into workbooks and share the workbooks among the users.

Proxy is supported in Worksheets. But keep in mind that in an application workflow such as HCM, where the application creates the workbook (not Drive), proxy usage might not be supported. Worksheets supports workbooks created or edited as a proxy user (or any other non-Worker user type) in one tenant and then migrated as a WXF file to another tenant.
Is there a global configuration setting that enables some users to view workbooks and others to modify them?: No. Workbook sharing settings are for individual workbooks. The security group's View and Modify settings that you assign when initially configuring Worksheets aren't related to viewing and editing permissions.
Can I share a Worksheets workbook with anyone inside Workday even if they can't access the original data?: Yes, if they have access to the Worksheets application (they are in the Worksheets
security domain).

Users that you share the workbook with can initially see any unhidden data included in the workbook, including Workday data. All users that you share with can see the same data that you see in the workbook. This functionality exists because Worksheets is intended as a collaboration tool where group of users solve business problems based on the same set of data. However, if the shared workbook is based on live data, refreshing the workbook affects what other users can see:
As soon as a user refreshes live data in the workbook, they see only the data they have access to. Additionally, all other users see the live data based on the security associated with the user who refreshed the data.
Whenever a user does the Refresh All Live Data action, or whenever a scheduled live data refresh occurs, all live data in the workbook refreshes. The live data is visible again to other users, based on the security associated with the user who refreshed the data or who set up the schedule.
If a user has permission to refresh live data but they don't have access to one or more of the data source fields, an error occurs when they try to do the refresh.

If you share a workbook containing live data with a user and they make a copy of the workbook, as soon as they refresh live data in the workbook they see only the data they have access to.

To ensure that a workbook always displays only the data that a user has access to, you can create a workbook template and then distribute the template to users.
Can I hide content in a workbook to prevent anyone from seeing it in any situation?: No. Hiding content is useful to reduce distractions in your workbook, such as hiding a sheet when you're using its data for calculations in other sheets. However, hiding content isn't a security mechanism. Users with Can View permission for a workbook can use external references to display and use the hidden content. Additionally, they can copy the workbook and unhide any content, if you enabled the
Commenters and viewers can copy, download, and print
option.
What are the colored cell borders in the workbook?: Colored cell borders are called presence indicators. When users view or edit a workbook simultaneously, Worksheets assigns different colors to the users. Worksheets highlights cells with that color as the users interact with the cells. User avatars also display for any users currently in the workbook.
When I insert Workday report data into a workbook, is the workbook auto-shared with the people I shared with report with?: No, only you have access to the workbook, and it contains the data you have access to from the report.