InsuredMine CRM | Optimize and Grow Your Insurance Agency

Share Form with Read/Write access

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.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes