Can I offer multi-user access to specific forms from within my account?

  • Profile Image
    UEPWeb
    Asked on June 15, 2015 at 03:19 PM

    Once per month I'd like someone else to be able to access the results of the form and download them as a CSV file, but have no other access than that. 

    Thanks!

     

  • Profile Image
    UEPWeb
    Answered on June 15, 2015 at 03:52 PM

    Just found it.  Go to Account > Users to manage other users. 

    However I'd like to send a CSV file to that user once per month, can that be done?

  • Profile Image
    david
    Answered on June 15, 2015 at 04:53 PM

    Hi,

    Just in case someone else comes across this thread, I'll go ahead and link the guide on how to share forms with sub-users:

    http://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User

    For the CSV file, there is not currently a way to automatically send this once per month, however, one can be generated while viewing your submissions at any time:

    http://www.jotform.com/help/73-How-to-Partially-Download-Form-Submissions-as-Excel-CSV-PDF

    You can download all or a portion of your submission data.

    If you have any further questions, let us know and we will be happy to help.