The setting you want is in Excel, not in SharePoint. Excel will, by default, open documents in Protected View from potentially unsafe locations (that includes SharePoint, but doesn't include local or network drives). In Excel 2013, the option is in File > Options > Trust Center > Trust Center Settings > Protected View. In Excel, select “File” and click Save As. Excel 2019 users, select “Browse“. Excel 2016 users select “More options“. Choose “Tools” > “General Options” at the bottom of the window. Select the check-box for “Read-only recommended“, then select “OK“. Select “Save“. Excel for Office 365 for Mac, Excel 2019 for Mac, Excel 2016 for Mac Excel for Mac 2011 You can lock a file to make it read-only and prevent it from being accidentally deleted. You'll want to uncheck the box that says Enable Protected View for files located in potentially unsafe locations. Depending on your network setup, the setting might be Enable Protected View for files originating from the Internet. At times you may want to restrict other users from making changes to an Excel workbook. This might come in handy, especially when you’ve prepared a report that is subject to evaluation and don’t want the figures to be manipulated. Deploying the Read-Only option to your workbook can help to lock it from unauthorized editing. To achieve that, you’ll need to create a password for that particular workbook. Protecting an Excel workbook with a password can work in two ways: • It can prevent unauthorized access to a workbook • It can also restrict users from modifying the contents of a spreadsheet (makes it read only). In this post we’ll focus more on the latter. You can protect an Excel workbook with a password to make it read only. This means users will be able to open the workbook and view the data but won’t be able to make any changes to the spreadsheet. Related: Save an Excel Workbook as Read Only Here’s a step-by-step guide on how to add a password to make your Excel workbook read only. Open the workbook and click the “File” option. Select the “Save As” option from the menu and click it. The “Save As” dialogue box will pop up. Navigate to the bottom of the box and find the “Tools” option just next to the “Save” button. Click on “Tools” and a dropdown menu will open. Select and click “General options” in the dropdown menu. Doing so will open up the “General Options” dialogue box. This is where you’ll create a password for your workbook. Enter your desired password in the “Password to modify” box as illustrated below. Check the box for “Read-Only recommended,” then click “OK.” 4. You’ll be prompted to confirm the password. Enter the same password, then click OK to complete the process. Lastly, click the “Save” button. Now every time a user attempts to open the workbook, a pop-up notification box will appear with the following message. Clicking the “Read-Only” button will open the document but in Read-Only mode. Only those you share the “password to modify” with will be able to make changes to the workbook. How to Disable the Read-Only Feature on Your Workbook What if you want to lift the read-only restriction and grant everyone editing privileges? Removing the Read-Only feature is an easy process and can be done with just a click of a button. All you’ll need to do is go through the same process again and uncheck the box that makes your Excel workbook Read-Only. Once you’ve unchecked the box, remove the password that you had set and click “Save” to apply the new changes. The next time you open the workbook, it will not open in Read-Only mode, nor will it display the Read-Only restriction box. Wrapping Up Setting a password to open an Excel workbook is easy and self-explanatory. Nevertheless, it can give a great deal of control over who can access and/or edit a workbook. This can go a long way in maintaining data integrity.
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March 2019
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