User Roles in sharing form submissions

  • nathaniel.omar.davis
    Asked on July 15, 2021 at 5:16 PM

    Can you help me understand roles and collaboration? I read the documentation but I'm not sure how to achieve what I want.

    I have a single user account and want someone else to be able to access and edit submissions. Do I need to share my username and password?

    The steps outlined in the documentation seem to allow someone to edit the form or view submissions.

  • John Support Team Lead
    Replied on July 15, 2021 at 10:52 PM

    That documentation/guide can only allow other users to edit your form design. They won't have access to the submissions.

    If you want to share your form submissions (as a collaborator), this is the correct guide: https://www.jotform.com/help/1010-how-to-share-your-jotform-tables-and-collaborate

  • John Support Team Lead
    Replied on July 16, 2021 at 9:47 PM

    Your response was not posted on this ticket, so I am sharing a screenshot:

    1626486142 60f2357e89b14  Screenshot 10

    You can also share access to your form's Inbox page. The method is the same as that of sharing the Tables:

    1626486423 60f236972fa03  Screenshot 21