How can I give access to colleagues to edit my form and share my submissions with them?

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    Virginia_Dignum
    Asked on October 21, 2020 at 05:15 AM

    How can I give access to colleagues to work on the form editting and also access to the list of answers?

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    feryalerkocak
    Answered on October 21, 2020 at 07:45 AM

    Hello Virginia_Dignum,

    You can give access to your colleagues to edit the form simultaneously.

    To better assist you, I have cloned your form.

    Please follow the below steps to give access;

    1. Go to the "BUILD" tab of your form to which you want to give access.
    2. Click the "Collaboration" icon on the top right corner of your form.1603279210_5f90196aed7f7_Screen Shot 202
    3. Click "Copy Link" and share it with your colleagues. 1603279317_5f9019d5d0b94_Screen Shot 202

    To share your submissions with your colleagues, please follow these steps;

    1. Go to the "MY FORM" page.
    2. Select the form you want to share.
    3. Select "More" and click on "Submissions."1603280185_5f901d3a00854_Screen Shot 202
    4. Click on the "GEAR" icon on the right side of the page.
    5. Check the "Make this page public" option.1603280302_5f901dae27b46_Screen Shot 202
    6. Set a password for your form's submissions, which pop up after checking the "Make This Page Public" option.
    7. Click "OK"1603280410_5f901e1a9699d_Screen Shot 202
    8. Copy and share the URL with your colleagues.1603280473_5f901e59e011d_Screen Shot 202


    I hope this helps. Please contact us if you have any further questions.

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    Virginia_Dignum
    Answered on October 22, 2020 at 04:28 AM
    Hi
    Thanks for this! We are almost there. The only remaining issue is how to
    make my colleagues able to edit the submissions too: when I share the
    submissions page they don't get the button that allows to edit the
    submissions (we need that in order for them to fill in the hidden
    approval fields to complete the reviewing process)
    thanks!
    -v-
    Best regards / Med vänlig hälsning,
    *Virginia Dignum*
    Wallenberg Chair, Professor Responsible Artificial Intelligence
    Program Director WASP-HS
    *Umeå**University – Department of Computing Science*
    *Tel:*  (work) +46 90 786 6308; (mobile) +46720 850 890*
    Email:* virginia@cs.umu.se  /
    virginia.dignum@umu.se *
    URL: *http://people.cs.umu.se/virginia/
    *Twitter: *https://twitter.com/vdignum*
    LinkedIn:*https://www.linkedin.com/in/vdignum/
    My book “Responsible Artificial Intelligence” is just
    out:https://www.springer.com/gp/book/9783030303709
    ...
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    Cecile_A
    Answered on October 22, 2020 at 08:22 AM

    Hello,

    Having others help you build a form is what form collaboration meant.

    Guide: Understanding Form Collaboration.

    If you want to give access to others to edit submissions, you can have additional users added to your account. Please check out our JotForm Enterprise plan.

    Guide: JotForm Enterprise

    Let us know if you need further assistance.

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    Cecile_A
    Answered on October 22, 2020 at 12:28 PM

    Hi @Virginia_Dignum,

    Alternatively, if you Switch to the New Version of Submission, you will be seeing JotForm Tables. In here, you can share the submissions for your colleagues to edit.

    Follow the steps below:

    1. Click Share1603383156_5f91af7427d03_16.png

    2.Go to Share Settings1603383181_5f91af8d41620_17.png

    3. Choose Private Table and Collaborator1603383216_5f91afb01af91_18.png

    4.Click Go Back , Copy Link and Share it to your colleagues.

    If your colleagues want to edit entries of submission, all they have to do is to open the link you sent and follow the steps below:

    1.Click View 1603383519_5f91b0df0e7f6_20.png

    2.More -> Edit Entry

    1603383491_5f91b0c3312d8_19.png

    Your colleagues will be redirected to the form where they can edit and resubmit entry. After submission, all changes will be applied to the particular entry they edited.

    Please do not hesitate to contact us via this thread if you need further assistance.