How do I give someone access to my submissions?

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    mel.gischen
    Asked on August 23, 2019 at 07:39 AM

    I want to grant access to my form submissions to my collegue, Janine. Please grant her access and advise how I do this moving forward. Here is her email address: Janine Ebrahim <jebrahim@uber.com>

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    Jed_C
    Answered on August 23, 2019 at 07:47 AM

    You can refer to our guide here https://www.jotform.com/help/199-How-to-Share-Form-s-Submissions-Page for steps on how to share your form submissions.

    Let us know if you have any questions or if you need further assistance. 

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    mel.gischen
    Answered on August 23, 2019 at 08:43 AM
    I want to let someone else pull the submission themselves. Is this possible?
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    Jed_C
    Answered on August 23, 2019 at 08:55 AM

    You can add them as a sub-user and give full permission to your form. However, sub-user feature is in Jotform's Enterprise plan https://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User

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    mel.gischen
    Answered on August 23, 2019 at 09:43 AM
    So there is no way to give someone access to my form to pull submissions?
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    ashwin_d
    Answered on August 23, 2019 at 10:22 AM

    Unfortunately no, it is not possible to add sub-users and share forms with them. The only option available is to share your form's submission page. Alternatively you can also add reports in your form and the share the report URL with your user so that they can view submissions. You can also password protect report as well. 

    There are several reporting option available: https://www.jotform.com/help/chapter-6-Reports

    Hope this helps.

    Do get back to us if you have any questions.

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    mel.gischen
    Answered on August 23, 2019 at 12:43 PM
    Is there a way to auto pull a CSV weekly?
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    Victoria_K
    Answered on August 23, 2019 at 01:05 PM

    I can suggest to try our Daily Digest application to see if it will meet your sharing needs: https://apps.jotform.com/app/daily_digest