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Manage workbook access and details Last updated: Aug 16, 2026

Rename a workbook, edit its description, or control who can use it.

  1. Open the workbook in the Publisher (Configure).
  2. Open the Actions menu near the top-right.
  3. Choose Edit details to change the workbook's name or description.
  4. Choose Manage access to control who can see and use the workbook.

The same Actions menu also provides Fields (column setup) and Export (Excel, CSV, or JSON).

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