Sharing Overview

Sharing is centered around Users, the roles that they have, and the object of sharing (forms/folders). These roles define certain permissions that make Sharing different for each user.

Sharing is comprised of the following key components:

1.User roles & User groups

These are the users that work within the 123 account. Their user role can be that of a Super Admin, Group Admin, Standard User, or Viewer. Each role carries a different set of permissions when accessing and sharing forms.

2.Global sharing options and restrictions

These are the options that only the Account Owner can change and that affect all users within the account.

3.Sharing folders

This sharing functionality is available from My Forms -> Folder -> Show More settings. Sharing a folder with other users shares all of the existing forms from within. Forms can be added to or excluded from the folder, and this, in turn, gives or removes the shared access to the form, for the Users with whom that Folder was shared

4.Sharing forms

This functionality is available from My Forms -> Form-> Show More settings. This functionality lets the User share particular forms with other Users.

5.Permissions page (overview of shared items)

Accessible from Users-> User Permissions, this is a section available to administrator users and is a list of forms and folders that the user has access to.