allow members to update or correct their own information.

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    Jerole
    Asked on February 04, 2021 at 01:41 PM

    I see that you have added passwords to a form. I also think a user can go back to a form to change an answer, if you allow them to. (Can't recall how)

    I have a membership form and would like to allow members to update or correct their own information.

    I also want admins to be able to download, but not correct the individual's information.

    Is that possible?

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    Jovanne_A
    Answered on February 04, 2021 at 06:25 PM

    Hi, thank you for contacting Jotform support.

    I have a membership form and would like to allow members to update or correct their own information.

    You can attach the edit link of the submission to the autoresponder email so users can update or edit the previously submitted form. Kindly refer to this guide for more related information:

    Guide: how-to-let-users-update-their-form-submissions-at-a-later-date

    I also want admins to be able to download but not correct the individual's information.

    You can share the submission Table page with your colleagues so they can collaborate and help manage your form data. You can set the permissions as read-only if you only want them to view and download the submissions.

    Guide: https://www.jotform.com/help/1010-how-to-share-your-jotform-tables-and-collaborate

    I hope this helps. Let us know if you have further questions.

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    Jerole
    Answered on February 05, 2021 at 10:00 AM
    I am familiar with that option, however, we have a more senior membership. They are not always comfortable with anything online. The club is 50 years old. And the website is a year old. They will lose that information. How can they retrieve or change a password? Or can I do it for them?Sent from my Galaxy
    ...
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    Patrick_R
    Answered on February 05, 2021 at 11:27 AM

    Hi!

    - They will lose that information. How can they retrieve or change a password? Or can I do it for them?

    1. The edit submission links do not require password to be used.

    2. But for the Tables view; if you share the Table with your admins privately; then they'll need to create a Jotform account first and then they can access the shared Table.

    In case they forget their password; they can reset it using these instructions: how-to-reset-jotform-account-password

    Only the person having access to the registered email can reset the account password; so you won't be able to change the password of their account.

    However, there is another share option; that will have a single password that you can simply pass on to your users. They'll just have to open the link, enter the password and view the information; no account is needed. This password will be common and you'll set it while setting up this report.

    If this solves your purpose, then here are the instructions on setting up this HTML Table Listing Report: how-to-create-an-html-table-listing-report

    In case this doesn't help; let us know.

    Thank you!

  • Profile Image
    Jerole
    Answered on February 05, 2021 at 12:57 PM

    Thanks,

    Not entirely. Would I have access to the individual submission links?

    Or if someone loses their link (Highly Likely), what is the best way to send it to them?

    Is it possible to resend the confirmation email?

    For access to a table, if I give out a common password (as I have done in the past), do they have access to the variety of tables now and editing permissions?

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    Niko_N
    Answered on February 05, 2021 at 03:40 PM

    Greetings,

    Not entirely. Would I have access to the individual submission links?

    Or if someone loses their link (Highly Likely), what is the best way to send it to them?

    Is it possible to resend the confirmation email?

    Since you have access to the form submissions and can always get a submission ID for each submission, you can always easily extract link for editing any particular submission:

    Here's a general format of an edit submission link:

    https://www.jotform.com/edit/<submission ID> 

    You just need the URL (https://www.jotform.com/edit/) and the (<submission ID> of that particular submission).

    The submission ID can be found on the Submissions page. Here's how you can find the submission ID: https://www.jotform.com/help/549-Where-to-Find-the-Submission-ID 

    So, you will combine those two and send it to the user if they will lose it. It's not possible to send an autoresponder email again.


    For access to a table, if I give out a common password (as I have done in the past), do they have access to the variety of tables now and editing permissions?

    When you create a Table Listing report, it shows the submissions data only for that form. Thus, you create a Table Report for form A and set password X, so users only will be able to access submissions of that particular form using that password. Then you can create a report form B and set a password Y etc. If you would like to allow them to edit submissions of that Table Listing, you can simply tick the option "Show edit URLs," - which will add a new column to the table that will show a link to edit the respective submission.

    Related guide:  how-to-create-an-html-table-listing-report

    Please check and let us know if you have further questions.

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    Jerole
    Answered on February 06, 2021 at 12:26 PM

    Ok,

    I get it, I did not realize what made up the "go back" link.

    Thanks.