How to invite a client to edit only two specific form builder forms

Ask the Community General Questions
1

I have a client that wants to download the CSV of his form responses regularly. Is there a way I can delegate those two forms to a separate login for the client to access only those two forms?

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3

Hi there, @Hugh :wave:

We can copy these widgets to your client’s account. So, these widgets will be available in your account and in the account of your client.

If you’d like to proceed this way, please send me in a personal message the IDs of the widgets you’d like to transfer and the email of your client’s account :slightly_smiling_face:

4

Thanks for your reply. My client does not have a separate account. I would like to grant them access to these two widgets in my account. Is this possible?

1 Like
5

Yep, it’s also possible! You can create a project, add needed widgets there and invite your client to this project. This article explains how you can do this.

However, to grant access to the project, your client will still have to create an Elfsight account.

Please let me know if this explains things or if you have any questions left :slightly_smiling_face: