Restricting Client Access to Specific Document Upload Only

I was trying to request documents from a client and it asked me to give her access but it looks like it gave her access to all of of my jotforms instead of just hers. I need to make sure she does not have access to other peoples information and I need to give her a link to upload more documents. her name is Julie Tregub

Hi Tax,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Regarding your issue, Jotform's standard plans only allow one login credential per account, so sharing access to your entire account with multiple users is not possible. To give your client Julie Tregub access to upload documents without exposing other forms or data, you should use the Assign Form feature. This allows you to assign a specific form to her, so she can only access and submit documents to that particular form.

Here’s how to do it:

1. Go to your Form Builder and select the form you want Julie to access.
2. Click on Publish and then select Assign Form from the menu.
3. Add Julie as an assignee by entering her email, and set the appropriate permissions (such as Submit Only) so she can upload documents without viewing other submissions.

This way, Julie will only have access to the form you assigned to her, ensuring she cannot see other clients' information.

Additionally, you can generate a direct upload link from that form to share with her for document submission.

If you want to allow multiple users with full control and visibility, consider upgrading to Jotform Enterprise, which supports multi-user accounts.

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

she said she saw a list of names in a chart

Hi Tax,

If your client Julie Tregub is seeing a list of names in a chart after being given access, it indicates that she might have been granted access to a form or table that displays submission data or multiple entries, which can expose other people's information.

To prevent this, you should ensure that you only assign her access to submit documents through a specific form without permission to view submissions or other data. Use the Assign Form feature with Submit Only permission to restrict her access strictly to uploading documents.

If you want to share an upload link with her without exposing any data, generate a direct upload link from the form and share that link instead of giving access to the form's submission data or tables.

Let me know if you need help with generating the upload link or adjusting the permissions.

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

how do I take away the access she already has

Hi Tax,

To take away the access that Julie Tregub already has to the assigned form, you need to remove her as an assignee from that form. This will revoke her permissions and prevent her from accessing the form or its submissions.

Let me help you with that:

1. Go to your My Forms page and select the form you previously assigned to Julie.
2. Click on Publish and then select Assign Form from the menu.
3. Find Julie's email in the list of assignees and remove it to revoke her access.

After removing her as an assignee, she will no longer have access to that form or any associated data.

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

what if I already deleted the form

Hi Tax,

If you have already deleted the form, the assigned access related to that form is effectively removed because the form no longer exists in your account.

Since the form is deleted, there is no way for the assignee to access it or see any submissions. Therefore, you do not need to take additional steps to revoke access for that deleted form.

If you want to ensure no other access remains, you can double-check your assigned forms list in your account to confirm that no active assignments exist.

Let us know if you need help with anything else.

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

tried that and it did not work, still sending her the table view

Hi Tax,

It’s easy to revoke a user that you assigned to your form. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Publish.
2. Then, in the Invite By Email section, click on the Avatar/Icon of the assigned user next to Shared with.
3. Next, select the user you want to revoke and click on Revoke.
4. In the window that comes up, click on Yes, Delete.

Reach out again if there’s anything else we can help you with.

https://www.jotform.com/tables/253345923581158 is this the url for them to edit there profile because it says table and takes them to my table? how do I give permission only to upload documents?

Hi Tax,

The URL you shared (https://www.jotform.com/tables/253345923581158) is a link to your Jotform Table, which is where form submissions are displayed and managed. This link is not meant for your clients to edit their profiles or upload documents directly.

To give your client permission to only upload documents without accessing your tables or other data, you should assign her access to a specific form with Submit Only permission. This way, she can submit documents through the form but cannot view submissions or tables.

Here’s how to do it:

1. Go to your Form Builder and select the form you want Julie to use for document uploads.
2. Click on Publish and then select Assign Form.
3. Add Julie as an assignee by entering her email and set the permission to Submit Only.

If you want to share a direct upload link without giving access to the form or table, you can generate a direct link from the form and send it to her.

Let us know if you need help with generating the upload link or adjusting permissions.

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

where is forms builder

Hi Tax,

The Form Builder in Jotform is the main tool where you create and customize your forms. You can access it by following these steps:

1. Go to your Jotform account dashboard and click on My Forms.
2. Select the form you want to edit or create a new form by clicking on Create Form.
3. Click on Edit Form to open the Form Builder interface where you can drag and drop form fields, customize settings, and design your form.

You can also directly access the Form Builder by visiting https://www.jotform.com/build/ when logged into your account.

Let us know if you need more help navigating or using the Form Builder.

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

will this take her back to her form?

Hi Tax,

The link you shared earlier is to your Jotform Table, which shows form submissions and is not intended for your client to access or edit her form or profile.

To allow Julie to access her form for uploading documents, you should provide her with the direct form link or assign her access to the form with Submit Only permission. This will ensure she can submit documents without seeing other submissions or tables.

If you want, I can guide you on how to generate and share the direct form link with her.

Let us know if you need help with this.

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

Hi taxdocumentstoprint,

If you simply want to allow that specific user/client to be able to edit their submission, then you can send them the edit link of their submission via email. It can be done directly from Jotform tables as well. Let me walk you through it:

1. In Jotform Tables, add or insert a new column by clicking on the +Add button.

2. In the modal box that appears, go to the Buttons tab and select Request Update.

3. Then , enter the name of the new column and click on Next.

4. Finally, select Fields on the right to choose the recipient email of the request or manually specify the recipient email, and click on Create Column.

That's it. Then in Jotform tables, you just need to click on the Send Update Request button of a specific submission, to send them an email to edit their submission. Here's how the email will look:

Now, as for the assigned user in your Jotform tables, if you don't want them seeing the list of all submissions in the form, you can simply revoke their access. Let me show you how to do it:

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

2. In the modal box that appears, click on the Shared with link in the bottom-right of the modal.

3. Next, hover your mouse over the assigned user you want to remove and click on the Three-dots icon.

4. Finally, click on Revoke User and Yes, Delete.

Give it a try and let us know if there's anything else we can help you with.