How to use and add members with Jotform Teams?

  • Mendes_Gislene
    Perguntado em 28 de setembro de 2023 às 01:14

    Boa tarde,

    Acabamos de contratar o plano bronze, mas não consigo incluir a minha equipe. Podem me ajudar?

  • Raymond Jotform Support
    Respondido em 28 de setembro de 2023 às 01:17

    Hi Gislene,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese Support agents are busy helping other Jotform users at the moment. 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 Portuguese, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. Adding members to Jotform Teams is only available with Jotform Enterprise plans.  If you need an account that allows multiple users, we encourage you to look into upgrading to Jotform Enterprise. Enterprise accounts can accommodate everyone on your team, while giving you full control and visibility into each action taken by members of your team, for IT audit purposes. In addition to the response made by my colleague on your other thread, it's also possible to share your submission tables with others by collaborating. Let me show you how to do that:

    1. On the Jotform Tables page, click on the Share button.

    2. Click on Share Settings and select Private Table, so only 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 or Collaborator. Let me explain the difference between those:

    • Read Only means that only people you invite will be able to see your Tables.
    • 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, use the Generated Link or the Invite by Email feature to invite people.

    How to use and add members with Jotform Teams? Image 1 Screenshot 20

    Reach out again if you have any other questions.