How can I add my office manager to the account so a spreadsheet for daily health checks can be generated?

  • Boyle_Rick
    Asked on October 29, 2020 at 1:45 PM
  • Ariel JotForm Support
    Replied on October 29, 2020 at 4:34 PM

    Hi,

    Thank you for contacting Support.

    I am not sure if I have understood your question correctly.

    If your office manager needs to fill out your forms regularly, you may use the Assign Forms feature. 1

    If you need to give access to your office manager to edit your forms, you can do that with the Form Collaboration feature. 2

    Are you perhaps looking to share your form's submission data? If that's the case, you can do so from the Submissions Page. 3

    How can I add my office manager to the account so a spreadsheet for daily health checks can be generated? Image 1 Screenshot 20


    If you need more features regarding User Management, check out our Enterprise Plan, which enables you to control who has access to forms and submissions.

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

    Related Guides:

    1. Adding assignees to your form
    2. Understanding Form Collaboration
    3. How to View Form Submissions