Generally, we share an Excel file with a group of people for various purposes. Sometimes, we need to see who is in a shared Excel file and update the list. Today, we will demonstrate quick steps to see who is in a shared Excel file. Here, we will also show the steps to share an Excel file. After reading the whole article, you will also be able to see who has opened the shared file. So, without further ado, let’s follow the steps below.

Download Practice Book

Download the practice book here.

Step-by-Step Procedures to See Who Is in a Shared Excel File

We will share an Excel file that contains the dataset below. The dataset contains information about the Sales Amount of some sellers. Here, we have used the SUM function to calculate the total.

Let’s pay attention to the steps below to know how you can see who is in a shared Excel file.

STEP 1: Share an Excel File with People

• First of all, we need to know how we can share an Excel file with others.
• To do so, click on the File tab.

• After that, select Share from the menu.

• After selecting Share, select a drive to upload the file. We have selected OneDrive here.

• After selecting the drive, the Send link dialog box will pop up.

• Alternatively, you can open the Send link dialog box by selecting the Share option on the top-right side of the screen.

• Now, change the sharing option to ‘People you specify can edit’ if you want the users to edit the file.
• Also, add people by typing the email address in the ‘Add another’ box.

• Finally, click on Send to share the Excel file.

STEP 2: Go to Manage Access to See Who Is in a Shared Excel File

• In the second step, we will show who is in a shared Excel file.
• For that purpose, select Share from the top-right side of the screen.

• In the Send link dialog box, click on the Three Dots icon.
• Then, select Manage access.

• After that, you will be able to see who is in the shared Excel file from the ‘Manage access‘ dialog box.

Remove User from Shared File in Excel

To remove users from the shared Excel file, follow the below steps.

STEPS:

• Select ‘Can edit’ below the name or email address. It will open a drop-down menu.
• Select Stop Sharing from the drop-down menu.

Add Share Workbook Button to See Who Has Opened the Shared Excel File

We can also see who has opened the shared Excel file very easily.

STEPS:

• For that purpose, click on the ‘Customize Quick Access Toolbar’ icon. A drop-down menu will appear.
• Select More Commands from the drop-down menu. It will open the Excel Options window.

• In the Excel Options window, select All Commands in the ‘Choose commands from’ field.
• Then, select Share Workbook (Legacy) and click on Add.
• Click OK to proceed.

• After clicking OK, you will see the Share Workbook icon in the Quick Access Toolbar (QAT).
• Now, click on the Share Workbook icon.

• Finally, you will see the Share Workbook message box.
• In the Share Workbook message box, you can see who has opened the shared file in the ‘Who has this workbook open now’ box. You can also remove users from this section.

Things to Remember

There are certain things you need to remember when you are trying to see who is in a shared file.

• You need to have an internet connection to your device.
• Follow only STEP-2 to see the list of people or groups with whom the file is shared.
• To see who is currently opening the workbook from the other end, follow STEP-4.

Conclusion

In this article, we have demonstrated step-by-step guidelines to ‘See Who Is in a Shared Excel File’. I hope this demonstration will help you to understand the method very easily. Furthermore, the practice book is also added at the beginning of the article. Moreover, you can also download the practice book to exercise more. Last of all, if you have any queries or suggestions, feel free to ask in the comment section below.

The post How to See Who Is in a Shared Excel File (With Quick Steps) appeared first on ExcelDemy.