read access Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 10:05:52 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico read access Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Share Form with Read/Write access https://www.insuredmine.com/knowledge-base/share-form-with-read-write-access/ Sun, 10 Sep 2023 16:05:41 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=20184 Whenever you share forms with any of the users, you will have the option to give only read or read/write access. If you give read access only, then the user will not have the option to edit the form. When you allow read/write access to the user/agent, they will be able to edit the form.  […]

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Whenever you share forms with any of the users, you will have the option to give only read or read/write access. If you give read access only, then the user will not have the option to edit the form. When you allow read/write access to the user/agent, they will be able to edit the form. 

The delete option will be available only for the agent who has created it.

 

To view the enhancement:

  • Navigate to Forms

  • Click on the three-dots icon below the action section

  • Click on Share

  • Select the access- Read or Read/Write

  • Select the agent

  • Click on Share

Note: If you have already shared the form before with any agent, it will be marked as previously shared with the access details beside the agent’s name.

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