How to Share a Form with a Collaborator
Two ways to share a form for collaboration: the Collaborate button on your Dashboard, or the Invite button on the form Options page. Collaborators see the form in their own dashboard.
Sharing a form gives another person collaborator access: the form appears in their Dashboard and they can view it, edit it, and manage responses. This is different from sharing the form link, which is what respondents use to sign up. There are two ways to add a collaborator: from your Dashboard, or from the form's Options page.
Sections in This Guide
OPTION 1: FROM THE DASHBOARD
Step 1: Open your Dashboard
Log in and go to your Dashboard.
Step 2: Click Collaborate on the form's card
Find the form you want to share and click Collaborate on its card. This opens the Share Form for Collaboration window.
Step 3: Enter the collaborator's email and click Share
Type the person's email address and click Share. If they don't have a Grasshopper Signup account yet, they'll be invited. The window also lists the form's current collaborators, and if you're on a Team plan you'll see a Share with Team button to share with your whole team at once.
OPTION 2: FROM THE FORM'S OPTIONS PAGE
Step 1: Open the Options page
From your Dashboard, click Options on the form's card. (You also land on this page right after saving a form.)
Step 2: Click Invite in the Edit Form Link card
Find the Edit Form Link card and click Invite. If you aren't signed in yet, the window first asks you to verify you're the form owner, with an emailed code or Google/Microsoft sign-in.
Step 3: Add the collaborator
Enter the person's email in the Collaborator's email field and click Add Collaborator. Team plans see a Share with Team option here as well.
WHAT COLLABORATORS CAN DO
Shared forms appear in the collaborator's Dashboard the next time they log in. Collaborators get full edit access: they can View Form, View Responses, Edit Form, access Form Options, and Duplicate Form. Only the form owner can delete the form, share it with additional users, or change the owner. By default collaborators do not receive response notifications: see Manage Notification Settings to turn those on.
Related guides:
- To share several forms with the same person at once, use the Invite User to Collaborate icon at the top of the Dashboard: see How to Invite Team Members to Access Your Forms.
- To hand a form off entirely instead of sharing it, see How to Change the Form Owner.