Can multiple coworkers access the form?

  • Tyrone Bozeman
    Asked on September 5, 2024 at 6:31 PM

    I basically want a way for clients to upload there documents for our tax service , needs to be secured , but i want to know is it possible because i have multiple coworkers can each person get there own individualized link for their client . So basically if i have a client i want to send them my jotform link to upload their documents , and i can see a database of all the clients who sent documentation, but for the owners to have access to see everyone’s jot form documentation

  • Waqas JotForm Support
    Replied on September 5, 2024 at 9:26 PM

    Hi Tyrone,

    Thanks for reaching out to Jotform support. Yes, but this option is only available with our Enterprise plan. You can learn more about Jotform Enterprise on this page. If you fill out the Contact Form, our dedicated Enterprise team will get in touch with you as soon as they can to answer all of your questions.

    As a workaround, everyone can create their own account in Jotform and then use the collaboration feature to share with one who can check all their submissions. Sharing the collaboration link with your teammates is really easy. Let me show you how:

    1. On the top-right side of the Form Builder page, click on Add Collaborators.
    2. In the window that pops up, click on Copy Link and then just share that link with your teammates.

    Can multiple coworkers access the form? Image 1 Screenshot 50

    We have a Share button on the right side of the Jotform Tables page that you can use to share your Tables page with others. Let me show you how:

    1. On the Jotform Tables page, click on the Share button on the top-right side of the page.

    2. Click on Share Settings and set your Table’s privacy options. It is set to Private Table as default, so only the people you invite will be able to see your Tables. You can also set the default role of the invitation link as either Read-Only, Commenter, or Collaborator. Let me explain the difference between those:

    • Read Only means that only people you invite will be able to see your Tables.
    • Commenter means that the people you invite will be able to view data and add comments.
    • Collaborator means that anyone you invite will be able to see and edit the data, but they won't be able to adjust or change the table settings.

    3. Now, click on Go back in the top-right corner of the panel and use the Generated Link or the Invite by Email feature to invite people.

    Can multiple coworkers access the form? Image 2 Screenshot 61

    You can also revoke the invite you sent to the people easily. Let me show you how:

    1. In your Tables, click on Share button to open Share Table.

    2. Now, click on the avatars/icons of the people you invited next to the Shared with section.

    3. Select the users that you want to revoke the access to by checking the boxes on the left, and click on Revoke.

    4. Then, click on the Yes, Delete. That’s it, you’re done.

    Can multiple coworkers access the form? Image 3 Screenshot 72

    You can also take a look at our guide to learn more about How to Share Your Submission Tables with Jotform Tables and Collaborate. You can also share your inbox with others using the same feature. Let me show you how to set that up:

    1. In Jotform Inbox, click on the Share button on the top-right side of the page.

    2. In the Share This Inbox window, click on Settings.

    3. Scroll down the list and click on Collaborator in the Permissions section, and then click on Go Back.

    4. In the Share This Inbox window, click on Create Link to share your Inbox page by sending the link, or use the Invite By Email option.

    Can multiple coworkers access the form? Image 4 Screenshot 83

    Reach out again if you have any more questions.

  • guest_9bae7625fc26070e
    Replied on September 6, 2024 at 9:05 AM
    can you have a team member reach out to me i would really appreciate it 
    Sent from Yahoo Mail for iPhone
    ...
  • Arslan JotForm Support
    Replied on September 6, 2024 at 9:42 AM

    Hi Tyrone,

    If you're referring to Enterprise Team, you can fill out this contact form here, our dedicated Enterprise team will get in touch with you as soon as possible.

    We currently don't offer live support. Though, we can gladly help you out with your queries here on our Support Forum. Please provide us with more details about your requirements/needs so we can advise.

    Once we hear back from you, we'll be able to move forward with this.

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