Charlie has just added a Headcount tab and now wants Mark to enter data for the employees in his team. In the Manage users window, Charlie invites Mark to the headcount. Mark’s headcount status is now pending.
When Mark opens the corresponding workbook and clicks the Headcount Input tab, he is asked to create a password to unlock the tab.
When Mark unlocks the Headcount Input tab, he gains access to the tab but not the data. His access to the data depends on the workflow; he can’t see any data because he hasn’t been assigned to any rows in the headcount workflow. In the Manage users window, Charlie can see that Mark now has access to the headcount and, therefore, is eligible to be assigned some tasks in the workflow.
Charlie assigns Mark to two rows in the workflow. Mark can now see those assigned rows in the Headcount Input tab and proceed to complete the data entry for those rows.