Help with report access - private.

  • Profile Image
    Seniorscholarsnc
    Asked on November 06, 2021 at 03:43 PM

    I am with an organization that has 1000 members and an open website.

    seniorscholars.net


    I would like to put out a "directory report" only to members.

    Access control private says only open to those who are invited.

    What is the best way to keep the directory secure.

    1 - I could make a form that uses the spreadsheet to form and ask for there email address,

    then if found show a paragraph with a link to an open "private report"? or does the link have to be a Public report?


    2 - Send each member an invite - not a good idea and difficult to manage.


    Your thoughts are welcome.


    thanks - steve



  • Profile Image
    Katherine_W
    Answered on November 06, 2021 at 04:48 PM

    Hi Steve,

    Happy to help!

    If you went with option 1, you could have the first page of the form be an Access Code that you've only given out to those you want to access the form/spreadsheet. My colleague has described how to do this on thread https://www.jotform.com/answers/923197

    There is also the option of using our password protection feature on your form (which would look similar): -how-to-password-protect-a-form

    Would either of these options work for you?

  • Profile Image
    Seniorscholarsnc
    Answered on November 06, 2021 at 05:47 PM

    Katherine W.


    access is possible for a Form,


    I don't see this option for Reports, where would I find it?


    thanks = steve



  • Profile Image
    Collin_S
    Answered on November 06, 2021 at 06:30 PM

    Hi, Steve

    To add to Katherine_W's answer you could also restrict access by domain name under the publish settings in the builder, please see the following:

    1636237725_6187019d5dcaf_Capture1.PNG

    Please let us know if you require any further assistance or information.

    Have an amazing day.

  • Profile Image
    Seniorscholarsnc
    Answered on November 08, 2021 at 05:34 PM

    Maybe I have this wrong,

    Could I use the company in my registration, with a Silver level subscription?


    thanks - steve

  • Profile Image
    Kenneth_C
    Answered on November 08, 2021 at 11:15 PM

    Hi there,

    Access Settings are available on TIERS, meaning you are able to use this regardless of what Plan you are subscribing to.

    Here is the related guide: https://www.jotform.com/help/1205-how-to-change-the-access-settings-of-a-form/.

    Let us know if you have any further questions.

    Best.