How to Let Users Access the Form Data

Hello, I have a questions on which platforms are best for collaborating with a jot Form.

Thank you!

Hi Erin,

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

Jotform lets you collaborate directly inside your forms rather than relying on a specific external platform. The main way to collaborate on building or editing a form is by sharing a special collaboration link with your teammates so you can all work on the same form together in real time.

Let me help you with that:

1. Go to your form in Form Builder.
2. Click on Add Collaborators on the top-right side of the Form Builder page.
3. Click on Copy Link in the window that pops up, and then share that link with your teammates through whatever platform you prefer (for example, email, Slack, Teams, etc.).

This way, your actual collaboration “platform” can be anything you already use for communication, while the real-time editing happens directly in Jotform via the collaboration link.

Let us know if you have any other questions.

Hi Erin,

Can you give me a few more details so I can understand what you need? What kind of collaboration do you want for Jotform?

After we hear back from you, we’ll know what’s going on and how to help.

I need to know the best ways to have my single user platform data accessible to all of my staff.

Hi Erin,

If you want your data to be accessible to your staff, you can add them as Table or Inbox Collaborators. You can easily share your Jotform Tables with others using the Share button. Let me show you how:

1. On your Jotform Submissions Table, 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:

1. While in Tables, click on the 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 button. That’s it, you’re done.

Next is sharing the Inbox. 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.

You can also add the Edit Link to the Autoresponder Email and use that. Then, people can just click on the Edit Link to edit their submission. Let me walk you through it:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings. 

2. In the menu on the left side of the page, click on Emails.

3. Hover your mouse over your Autoresponder and click on the Pencil icon to customize it.

4. Click on the Email Content section, then click on Form Fields, and select Edit Link.

5. Customize the Edit Link the way you want, and when you're finished, click on Save on the bottom-right side of the Email Content section.

Reach out again if you have any more questions.

They will be able to see the inbox and all applications recieved correct?

Hi Erin,

Yes, they can see the existing submission data and upcoming submission entries or applications received. Give it a try and let us know if you have any other questions.

Hi Erin,

I’ve gone ahead and moved your other question to a separate thread to keep things tidy, and someone from our Support Team will help you out with it here.

Let us know if there’s anything else we can do for you.