Editing a collaborator
When you create a collaborator you fill in his details (Name and Email) and his permissions (forms/themes/reports/submissions).
Editing a collaborator means you can change only the permissions you gave the collaborator - the collaborator details (email and name) may not be edited.
So if you wish to make a change in permissions you defined for your collaborator you can do so with "Edit".
* Please note that in order to turn a basic Collaborator into an Editor or Creator (giving him edit and Create permissions) you need to purchase an additional license.
Watch how to add a collaborator
Following are steps to edit your collaborator:
1- | Sign in to your FormTitan account. |
2- | Open the User submenu and choose "My Account". |
3- | Choose the "Collaborators" tab |
4- | The are 2 ways to open the collaborator settings for edit: - Easiest way is to simply click on the collaborator card to open the collaborator settings window. - Second way is to hover on the collaborator card. you will see 2 icons appear: the first is Edit, and the second is Delete. Pressing on edit icon will also open the collaborator settings window. |
5- | Press on "next" in the first step (since the details in this page are not editable). In step 2- Change the permissions according to your needs. |