Share forms and documents with colleagues

Give access to the specific work someone needs.

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When to use this. A designer needs to edit a form while a colleague reviews responses.

What you’ll need. Both colleagues are members of the intended account.

  1. Invite the colleague

    Make sure the person belongs to the correct account. Account membership and access to an individual resource are related but distinct.

  2. Choose the resource

    Open the form or document you want to share. Select the colleague and configure the permissions available for that resource.

  3. Set the right permissions

    For forms, distinguish designing the form from viewing submission data. For documents, distinguish editing from viewing submission data.

  4. Verify access

    Ask the colleague to open the resource in their own session. Review and remove access when their responsibility changes.

How to know it worked

Each person can access only the resource functions assigned to them.

Features covered

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