I can't invite a staff

  • Buddhika Balasuriya
    Asked on February 9, 2024 at 12:26 AM

    I'm having difficulties with inviting staff

  • Raymond JotForm Support
    Replied on February 9, 2024 at 1:08 AM

    Hi Buddhika,

    Thanks for reaching out to Jotform Support. Can you share a bit more details on what's going on? For example, how are you trying to invite a staff and what are the error messages that's showing? If this is related to a form, kindly share with us the link to your form. This will help us understand what's happening and allow us to assist you better.

    In the meantime, please note that Jotform Teams is only available for Enterprise Users. If you're interested in this feature, please fill out the enterprise form using your organization's email address and one of our representatives will be in touch with you.

    If you'd like to invite a staff to your submission tables, I suggest using the collaboration feature instead. Let me show you how to do that:

    1. On the Jotform Tables page, click on the Share button.

    2. Click on Share Settings and select Private Table, so only people you invite will be able to see your Tables. You can also set the default role of the invitation link as either Read-Only or Collaborator. Let me explain the difference between those:

    • Read Only means that only people you invite will be able to see your Tables.
    • Collaborator means that anyone you invite will be able to see and edit the data, but they won't be able to adjust or change the table settings.

    3. Now, use the Generated Link or the Invite by Email feature to invite people.

    I cant invite a staff Image 1 Screenshot 30

    Another way of sharing your form is to allow others from editing it. For this, we will have to use the Share button found on the top right corner of the Form Builder page. Let me walk you through it: 

    1. On the top right side of the Form Builder page, click on Add Collaborators.
    2. In the window that pops up, click on Copy Link and you're done.

    I cant invite a staff Image 2 Screenshot 41

    We also have guides on How to Share Your Submission Tables with Jotform Tables and Collaborate and How to Share Your Form With Collaborators that you can check out.

    Let us know if you need any more help.