Can we grant limited access to specific forms within our account for clients?

  • Profile Image
    lpakram
    Asked on October 07, 2014 at 02:54 PM

    Good afternoon,

    I'm hoping there is a way we can grant access to a clients form so they can edit and run reports without seeing or affecting our other forms.

     

    Thank you,
    Paul Kraml

    609-777-4415
    paul.kraml@lps.state.nj.us

     

  • Profile Image
    Shadae
    Answered on October 07, 2014 at 06:42 PM

    Hi Paul,

    To confirm, you would like to be able to share selected forms from your account, with someone, so that they can view and edit the form?

    Yes this can be achieved by using our Sub-account feature.

    How to share a form with a sub-account

    I hope this helps, please inform us if you need additional assistance.