Welcome to Portal
This option allows you to share your form with a specific set of users in your organization with defined permissions. By default, a privately shared form will appear in the form listing of the shared user. You can choose to send an email to the users with a link to the form.
Allowed Actions
|
Form Owner
|
Submit Form mode
|
Modify Form mode (form collaborator)
|
Modify Form, Entries, Reports mode (form collaborator
|
Access and Submit |
Yes
|
Yes | Yes |
Yes
|
Builder |
Yes
|
Yes
( Except Payment and CRM fields ) |
Yes ( Except Payment and CRM fields ) |
|
Rules |
Yes
|
Yes
|
Yes
|
|
Themes |
Yes
|
Yes
(Except saved Themes)
|
Yes
(Except saved Themes)
|
|
Settings |
Yes
|
Yes
(Except Document Merge and Manage Form Attachments) |
Yes
(Except Document Merge and Manage Form Attachments) |
|
Share Options |
Yes
|
Yes
|
Yes
|
|
Approvals |
Yes
|
Yes |
Yes
|
|
Integrations |
Yes
|
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All Entries |
Yes
|
Yes
(Can view only their entries under My Entries ) |
Yes
(Can view and edit their entries under All Entries) |
|
Reports |
Yes
(Can create and modify reports)
|
Note:
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