Is it possible to assign sub-users to only edit certain fields?

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    paulb808
    Asked on January 16, 2013 at 02:17 PM

    Have more than one user in organization.  Would like sub account with own password or a way to change password on current account.

     

    Thanks

    Paul Bellanca

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    jeanettebmz
    Answered on January 16, 2013 at 02:33 PM

    Hello Paul

    There are plans for the near future to release the  Multiuser platform version. Our developers are working on it . So, keep an eye on it.

    There should be announcement also, for when this will ready go

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    sharpie
    Answered on September 01, 2014 at 07:44 AM

    Has there been any update on this, we have a need for service engineers in different parts of the country, whose service offering is slightly different to manage their own section of a form, confidentially.

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    alev
    Answered on September 01, 2014 at 09:06 AM

    Hello,

    Now we do support sub-users on accounts, please follow the link 

    Let us know if you need any further assistance

    Thank you

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    sharpie
    Answered on September 01, 2014 at 09:33 AM

    Does that enable them to 'login' with their own username/password to a section of the form that is theirs alone?

    This section is part of a larger more general form.

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    KadeJM
    Answered on September 01, 2014 at 11:12 AM

    The sub-accounts get their own login username and password which is associated with a master account. 

     

    They can then be assigned to certain specified forms or alternatively their own.

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    sharpie
    Answered on September 01, 2014 at 11:54 AM

    Sorry you misunderstand - I'm talking about private access to a section of a form i.e. if I have 10 engineers, each engineer can access ONLY a small part of the form specific to them, but the remainder of the form isn't editable by them - just the main user, they can't see each others sections either.  I guess a bit like online shopping, where you can go to your account and see your own details/history.

     

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    KadeJM
    Answered on September 01, 2014 at 12:34 PM

    I do apologize about the confusion I had and I believe I understand now thanks for clarifying. 

    I think you are probably referring to the sections of the form locked off to specified sub-users such a one person could only edit say the first five fields of the form as one section and another user five more fields after those first few per say.

    Is that correct, please confirm?

    Here's a demographic example of what I think you might mean:

     

    As far as I know it's as I explained on a "per" form basis as a "whole", but any changes would be shown depending on which user edited or did what when your form history is viewed.

     

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    KadeJM
    Answered on September 01, 2014 at 12:45 PM

    Here's another screenshot to show you what I additionally meant about who is editing the forms.

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    sharpie
    Answered on September 01, 2014 at 01:37 PM

    Yes - so it sounds like it's possible to set this up.

    The idea being if it works, each service agent will be able to specify their own job rules - i.e. availability or hourly rate in a separate area (unseen by others. Then when an end user start to use the form, depending on which agent they select based on location rules, they get a specific response in the form of an instant price at the end of the form. 

    Does that sound right?

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    KadeJM
    Answered on September 01, 2014 at 02:19 PM

    Thank you for confirming that. As I have displayed in my screenshots above this is only partly possible so long as you pay attention to who has been editing your forms while keeping an eye on your Form Revision History as a follow-up.

    However, what's currently not possible is "limiting" it on a "per field" basis.

    For that I will go ahead and submit this as a request for a sort of "form field user assignment" feature. I'm not sure how feasible this would be but it will be reviewed and considered by our developers. Should it be added then we will update you here as soon as we can.

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    sharpie
    Answered on September 01, 2014 at 02:24 PM

    I appreciate it's kind of an advanced feature for a form.

     

    Thanks

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    KadeJM
    Answered on September 01, 2014 at 02:35 PM

    You are most welcome!     :0)