How to Share a Form with Others
If you ever shared your password with a collaborator so they can download form attachments or view a report, read on. You should instead invite them to your account and share the form with them.
How Do I Invite Someone to My Account?
You invite others to join your account by creating a user for them. Once someone has joined your account, you can share a form with them and allow them to perform actions like:
To create a user, first add the person’s email address to the Settings tab of the form builder. Once they’ve verified their email, head to the user management dashboard of your account.
Enter the user’s first and last name, select their verified email address, and click Create User. We’ll email them to let them know they can now log in to FormSmarts, but we won’t give them their auto-generated password: please send it either by IM or voice call.
How Do I Share a Form With a User?
To share a form with a user, tap Edit Permissions in the Actions menu corresponding to the user, as shown on the screenshot above.
Select the form you want to share at the bottom of the Edit Permissions screen (shown below) and click Share.
Toggle permissions on/off as needed to allow the user to perform specific actions only.
How Can Users Sign In?
To sign in to your account, a users must select Log in as Invited User on the log in page and enter your Account Alias in addition to their email and password.
Your Account Alias uniquely identifies your account on FormSmarts. You need to create an account alias to allow users to log in.
Posted by FormSmarts on
Mar 29, 2021 at 10:23 am in form builder.
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Tags: collaboration, form attachment, form recipient, team, user
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