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Assembly enables you to share Google Sheets with clients directly in your portal. You can embed sheets as view-only for data display or editable for client collaboration.

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App setup

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Connecting editable Google Sheets

  1. Navigate to App Library and select + Add an app.
  2. Choose Google Sheets from the Client-facing section.
  3. Click Install in the top-right corner.
  4. Set a title and icon for the app.
  5. Configure as manual (only connected clients edit) or automatic (all clients can edit).
  6. Click Add to proceed to the app’s configuration page.
  7. Select Add to create your first embed/link assignment.
  8. Choose the client(s) or company to share with.
  9. Select Show as embed to keep clients in the portal.
  10. Open your Google Sheets home page.
  11. Locate and open the document to embed.
  12. Click Share and set permissions to Anyone with the link can edit.
  13. Copy the shared link and paste into a text editor.
  14. Create this code format: <iframe src="link" />
  15. Replace “link” with your Google Sheets URL (maintaining quotation marks).
  16. Return to App Setup and paste the iframe code into the content box.
  17. Click Add.

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Connecting view-only Google Sheets

  1. Go to App Library and click + Add an app.
  2. Select Google Sheets from the Client-facing section.
  3. Click Install.
  4. Set as automatic (same sheet for all clients) or manual (specific sheet per client).
  5. Select Show as embed.
  6. Open Google Sheets home page.
  7. Find and open your desired sheet.
  8. Click File > Share > Publish to Web and select Publish on the Link tab.
  9. Copy the link.
  10. Return to App Setup, paste the link, and click Add.
To preview, connect to your test client, click Portal in the sidebar, then Open portal to view as a test client.

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Additional configuration

You can remove the Google Sheets header and formatting bar by adding &rm=minimal to the URL. Example: Add “&rm=minimal” to the end of your share link to achieve a cleaner embed appearance.