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How to create a form that can be edited by another user?Asked by pivotmedia on September 14, 2016 at 10:35 AM
We come to a road block with integration for some of our clients -- they don't want to provide us with their third party authentication information CSM. Is there a way for us to either 1- provide them with a specific login for their form and they authenticate or 2-handle the verification through their platform for our Jotform? Thanks
I'm not sure how would you like to integrate, but only way to give them a login information is a login information of the account. We don't have a login for a specific form.
You can Download a source code of the form and then do the necessary adjustments on your website directly, make some sort of verification there.
If you have further questions or if I misunderstood your request please let us know.
Thanks, but it's not about editing the form, rather the client's verification. For example, a client may want their data integrated directly into their MailChimp when the form is completed. In order to make this happen, the client must log into their MailChimp account to retrieve the necessary code. They then will need to provide me with the verification code and I enter it in Jorform for the two to connect. So when someone complete our Jotform, the data is automatically added into MailChimp's systems.
Is there another way to verify without them giving me a code or is there a way I can created a guest login in Jotform that only display their forms and they handle the verification process? Thanks
Thank you for clarification.
I'll try to give you few ideas so we can find the best possible solution for you.
You can integrate a form to Mailchimp, here is the guide on how to do that and then just give them the link of the form. But if you don't want them giving you a code, maybe you could just create a sub-account and share a form to that sub-user. So the same form that you have will be in their sub-account and they can integrate with Mailchimp.
Could something like that work for you?
Please let us know if you have further questions.
Got it, so sub users will be the best route. Thanks
I'm glad that this solution can work for you.
If you need any assistance please let us know.