¿Cómo dar acceso de administrador de algunos formularios a otro usuario?

  • Isidoraricaurte
    Fecha de consulta 11 de noviembre de 2024, 10:34

    Hola,

    Necesito ayuda para poder darle acceso a otra persona como cuenta admin pero que tenga acceso solo a algunos formularios, no todos.

    Es posible hacer eso?


    Saludos!


    Isidora

  • Sidharth Jotform Support
    Fecha de respuesta 11 de noviembre de 2024, 12:54

    Hi Isidora,

    Thanks for reaching out to Jotform Support. Our Spanish Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, it might take a while until they're available again.

    Now, coming back to your question, our standard plans are for single users and do not offer the option to add another user. Only Enterprise plan users have the ability to add additional users to their accounts. As a workaround, you can utilize our Form Collaboration feature to allow other users to edit your form. You can share the collaboration URL of your form with other users, but this URL expires in 72 hours. Sharing the Collaboration link with your teammates is really easy. Let me show you how:

    1. On the top-right side of the Form Builder page, click on Add Collaborators.
    2. In the window that pops up, click on Copy Link and then just share that link with your teammates.

    ¿Cómo dar acceso de administrador de algunos formularios a otro usuario? Image 1 Screenshot 40

    You can also share your Tables with other users. We have a Share button on the right side of the Jotform Tables page that you can use to share your Tables page with others. Let me show you how:

    1. On the Jotform Tables page, click on the Share button on the top-right side of the page.

    2. Click on Share Settings and set your Table’s privacy options. It is set to Private Table as default, so only the people you invite will be able to see your Tables. You can also set the default role of the invitation link as either Read-Only, Commenter, or Collaborator. Let me explain the difference between those:

    • Read Only means that only people you invite will be able to see your Tables.
    • Commenter means that the people you invite will be able to view data and add comments.
    • Collaborator means that anyone you invite will be able to see and edit the data, but they won't be able to adjust or change the table settings.

    3. Now, click on Go back in the top-right corner of the panel and use the Generated Link or the Invite by Email feature to invite people.

    ¿Cómo dar acceso de administrador de algunos formularios a otro usuario? Image 2 Screenshot 51

    You can also revoke the invite you sent to the people easily. Let me show you how:

    1. In your Tables, click on Share button to open Share Table.

    2. Now, click on the avatars/icons of the people you invited next to the Shared with section.

    3. Select the users that you want to revoke the access to by checking the boxes on the left, and click on Revoke.

    4. Then, click on the Yes, Delete. That’s it, you’re done.

    ¿Cómo dar acceso de administrador de algunos formularios a otro usuario? Image 3 Screenshot 62

    You can also take a look at our guide to learn more about How to Share Your Submission Tables with Jotform Tables and Collaborate.

    Reach out again if you have any other questions.

  • Isidoraricaurte
    Fecha de respuesta 11 de noviembre de 2024, 13:03

    Perfect! thanks!!!

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