Invite collaborators to your forms
View responses, analyze results, and edit surveys and forms together with your colleagues or clients by adding them as collaborators. Now, you can skip the hassle of downloading and transferring the files one by one with Fillout!
When you create an account, you become a part of your own organization where you can make different types of forms. You can invite users to become a part of your organization, which then makes them a collaborator.
Good to know: Collaborators are automatically given access to all forms within the organization. Enterprise users can grant granular permissions to their collaborators such as, can view, can edit, and full access.
On your Fillout dashboard, click on + Invite collaborator located on the left-hand panel. You will then see a pop-up where you can enter their email. Click on the
+ Send invitebutton to send the request.
Note: This feature is available to Pro, Business, and Enterprise users. To learn more about Fillout's advanced features and pricing plans, click here.
The invitee will get notified through their email. Upon clicking the link, they will be redirected to a window where they will be asked to sign up.
You can view all the pending invites you have sent by going to Settings located on the left-hand panel. You will also be able to see your collaborators, usage, and more. You can also copy invite links from here to forward it directly to your invitees.
Note: Invites sent expire after 14 days, however you may send them another invite after the expiration date.
Gain insights by analyzing data together as a team. Individual members can apply personalized filters to focus on desired analytics, for tailored analyses.
With multiple collaborators working in tandem, tasks can be divided and accomplished more quickly, reducing the time required for form creation and data collection. Collaborators cannot edit the same form at the same time, but can edit different forms simultaneously.
You can invite consultants or anyone part of your workflow to help build your forms. Note that consultants may also want to import/export forms from their accounts instead.