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.

 

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