In this video, we will show you how to add a collaborator to your forms.
A collaborator is a person you want to share your work with. We allow adding 3 types of collaborators: Basic (called Collaborator), Editor and Creator.
A Collaborator is 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.
An Editor is someone you give Edit permissions to and he can change your forms and data.
This requires an additional license (Contact support).
A Creator is someone you allow to create forms for your account.
This requires an additional license (Contact support).
We will show you:
- How to Add a new collaborator (in "My account" page).
- How to give him permissions (to all forms, or to selected forms).
- How to give Read and Write permissions (which will make the collaborator an Editor).
- What it looks like for the collaborator, when he logs in.
- How a collaborator can have a few associated accounts, and how he can switch from one to the other in order to work on the right forms.
- How the R W D (Read Write Delete permissions) are specified for each form the collaborator gets access to.
- How to add a Creator collaborator.
- How the forms created by the Creator will be set up in the originating account.
- Asking us questions is the fastest and most affective way to get assistance.
- Got a question? Check out our FAQs pages for answers to commonly asked questions.
- Check out our complete index of the FormTitan Topics organized by categories.
- Browse our topics directory to find the feature you are looking for.
- ContactStill haven't found what you were looking for? no problems... simply send us your inquiry.