How Can I Share My Jotform Table?

Hi there,

I am using Jotform for recruitment and would like to share the table with my assistant so she can review and accept applications. I managed to grant her access, but the approve and deny steps I created in the workflow do not appear in her account.

It seems only my personal access has this functionality. I want her to start working on this, but I am unable to share those steps with her without giving her my personal access, which contains many application forms that I do not wish to share.

Can someone help me to see if I can fix this? Thank you very much for your help. :)

Hi Valter,

Thanks for reaching out to Jotform Support. I understand the issue, but I'll need time to move forward with a solution.

Thanks for your patience and understanding.

Hi Valter,

You can easily share your Jotform Tables with others using the Share button. 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.
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.

You can easily revoke the invites you’ve sent to others. Let me walk you through it:

4.While in Tables, click on the Share button to open Share Table.
5. Now, click on the avatars/icons of the people you invited next to the Shared with section.
6. Select the users that you want to revoke the access to by checking the boxes on the left, and click on Revoke.
7. Then, click on the Yes, Delete button. That’s it, you’re done.

You can also share your workflow with your assistant. Let me show you how:

1. Open your Workflow and click on Settings at the right top of the green navigation bar. 

2. On the left of the page, click on Assign Form.
3. Click on Assign By Email.

4. Type the e-mail address of your assignee. 
5.Click on Send Invitation. 

Give it a try and let us know how it goes.