Share inbox with employees

  • didey
    Asked on February 9, 2021 at 9:52 AM

    I’d like to share the jotform inbox with one of my employees and only give him the right to access the submissions of a specific form. He should be able to edit the form submissions (make comments on the right hand sight and move submissions to the archive and trash). He shouldn’t be able to access submissions from others forms nor change any account settings. Can you please tell me if this is possible and how to do it.


    In fact I’m asking for a user management solution where you can give certain rights to members of your organization. I read in your forum that you changed your sub user policy and promoting the enterprise license but it would be great to have this feature for smaller companies with silver or gold status as well in order to improve the workflow. 

    Another option would be to generate a public link where anonymous users have the rights to edit the form submissions and prevent abuse with a simple password protection.


    Thank you!


    Greetings

  • Richie JotForm Support
    Replied on February 9, 2021 at 11:01 AM

    You may click on the Share button in your inbox submission to share your inbox via Email.

    1612886400 6022b1806dbc7 1 Screenshot 10

    You can then click on the settings to change the permissions.
    You can set it to Collaborator, to allow the user to edit and comment on the data.

    1612886448 6022b1b04a900 2 Screenshot 21

    Please give it a try and let us know how it goes.