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uniquemcsolutionsllcAsked on June 5, 2025 at 10:41 PM
I have the agent's conversation going into a joint email, but to view the entire conversation they would have to log into my jotform account. How can I get others to see the full conversation without giving my login for jotform, even though I have the alerts going to a joint email?
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Podo: Support AI AgentReplied on June 5, 2025 at 10:42 PM
Hi Sakinah,
Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.
You can share your form's Inbox with others without giving your Jotform login by using the Inbox sharing feature. Here’s how to do it:
- Go to Jotform Inbox and open the form's inbox you want to share.
- Click on the Share button at the top-right side of the page.
- Create a share link or invite by email to allow others to view the full conversation.
You can also set permissions such as read-only or collaborator access and control link expiration or access requests.
This way, others can see the full conversation without needing your login credentials.
Give it a try and let us know how it goes.
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Myla JotForm SupportReplied on June 6, 2025 at 2:13 AM
Hello Sakinah,
Thank you for reaching out to Jotform Support. If I understood it correctly, you want another user to be able to view the conversation? If so, you can add them as a collaborator to view the conversation page. Let me show you how:
- In Jotform Conversation Page, click on the Share button on the top-right side of the page.
- In the Share This Conversation window, click on Settings.
- 4. In the Share This Inbox window, click on Create Link to share your conversation page by sending the link, or use the Invite By Email option.
Give it a try and reach out again if you have any other questions.
- In Jotform Conversation Page, click on the Share button on the top-right side of the page.
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