How do I allow multiple people access to the submissions on a particular form while keeping other forms and their submissions private?

  • Profile Image
    Cian O'Carroll
    Asked on June 03, 2020 at 05:00 AM

    Hi,

    I cannot find the answer in your manual but perhaps you can point me to it. 

    I use a few forms to help my team communicated and to submit details of new business prospects. We also have the occasional HR form. The new business for I want everyone to see and be able to edit, whether they created the submission or not. The HR forms I want to be private with no access to anyone other than me. 

    I hope you can help. 


    Cian

  • Profile Image
    gerardw
    Answered on June 03, 2020 at 07:49 AM

    If you want to share a form's submissions with multiple people, you can do so from your Form submission page as explained here: How-to-Share-Form-s-Submissions-Page 

    If you want people to edit forms, you can use the Form collaborate feature: https://www.jotform.com/help/419-Understanding-Form-Collaboration 

    Else, we have a sub user feature by which you can share a form's access rights with people, as explained in this link, but that feature is only available for Jotform Enterprise plans. 

    Do review and let us know if you have any further questions.

  • Profile Image
    cian660
    Answered on June 04, 2020 at 08:28 AM
    New response received
    Hi,
    When I go to Submissions, here is what my page looks like. There is no GEAR
    icon so I cannot follow your recommendation on setting the page to ‘Make
    This Page Public’.
    I hope you can help further.
    *Cian O'Carroll*
    *Cian O’Carroll Solicitors*
    A Medical Negligence & Personal Injury Law Firm
    Indaville | Boherclogh | Cashel | Co Tipperary | E25 V448
    062 64455 | cian@cocs.ie |
    www.cianocarrollsolicitors.ie
    This email message is confidential and may contain legally privileged
    information. If you are not the intended recipient you should not read,
    copy, distribute, disclose or otherwise use the information in this e-mail.
    If you receive this email in error, please telephone Freephone 062 64455 or
    email us immediately and delete the message from your system.
    ...
  • Profile Image
    Richie_P
    Answered on June 04, 2020 at 10:04 AM

    Unfortunately, your requirement can only be achieved with the enterprise plan using sub-accounts.

    Kindly check this link https://www.jotform.com/enterprise/faq/

    Hope this information help.