If you would like to share a completed Data Form with another user, you can do so by clicking the blue ‘Share’ button after you publish your Data Form. Doing so will open the 'Manage Sharing Permission' modal.
In the pop-up, type in the name(s) of the users you wish to share with. Their names will appear in the dropdown. Click on their name to select them.
Click 'Add to Table' to finalize your selection.
The names you selected will then appear down below in the 'Shared With and Permissions Level' table. By default, those selected users will be set to 'View' permissions.
If you would like to adjust the Permission Level, click on the currently assigned permission level and choose a different one! Below are the Permission Levels available to Data Forms specifically:
- View - Allows viewing only; share with others as 'View' if the form is about them or if you would like them to not have any Edit access to the form.
- Edit - Allows users to edit form fields (add responses). Users with 'Edit' permission can then share with others at 'View' permission.
- Manage - Allows full access to edit fields (add responses), modify settings, and share with others at any level.
You can also share your Data Form from the ‘Completed Data Forms’ section of the Data Forms tab in Coaching Corner. To do so, click on the '...' icon. From the dropdown, select ‘Share’ to share the form with another user using the same steps listed above.
Note: You do not have to share a Data Form for your Admins to have access to it, but sharing to them directly will notify them.