"My Account" gives you quick access to settings and tools for managing your FormTitan account. It is divided into thirteen tabs and the "Collaborators" tab is the third.
In general, a collaborator is a person you want to share your FormTitan work with. In order to do that you need to add this person as your collaborator in your account.
FormTitan enables you to create 3 types of collaborators:
1- A Basic Collaborator - someone you give Reading permissions to and he can view forms, data and submit forms.
In order to add a basic collaborator all you need is to have a FormTitan license.
2- An Editor - someone you give Edit permissions to and he can change your forms and data.
This requires an additional license.
3- A Creator - someone you allow to create forms for your account.
This requires an additional license.
The 'Collaborator' tab consists of:
In general, a collaborator is a person you want to share your FormTitan work with. In order to do that you need to add this person as your collaborator in your account.
FormTitan enables you to create 3 types of collaborators:
1- A Basic Collaborator - someone you give Reading permissions to and he can view forms, data and submit forms.
In order to add a basic collaborator all you need is to have a FormTitan license.
2- An Editor - someone you give Edit permissions to and he can change your forms and data.
This requires an additional license.
3- A Creator - someone you allow to create forms for your account.
This requires an additional license.
The 'Collaborator' tab consists of:
| 1- | Collaborator Card / Table Each collaborator you create will be displayed as a card. Users with many collaborators will display them in a table instead of cards. |
| 2- | 'Add Collaborator' buttons There are 3 ways to add a collaborator: - Pressing on the "Add collaborator" button - to manually add this person. - Pressing on the "Add collaborator from Salesforce" button - which allows you to add all or search for specific SF users to add. - Pressing on "Add collaborators from file" button - which will allow you to add a list of users from a CSV file of your choice. |
| 3- | Edit / Delete Collaborator- In cards: Hovering over the collaborator card will make these two icons appear. Pressing on edit will open the collaborator settings and allow you to edit the permissions you gave this collaborator. Pressing on the "delete" icon will delete this collaborator. In Table: Each table row contains a Delete link. Select a table row (which represents a collaborator) and its details will appear on the right, along with an "Edit permission" button. |