Share Folders/Forms with Users

Sharing forms with your teammates is the easiest way to digitize your existing workflow and eliminate clutter.

Sharing forms with your teammates is the easiest way to digitize your existing workflow and eliminate clutter. With just a few clicks of a button, you can provide your cohorts with all the vital documents they need to complete their job — incident report forms, inventory lists, custom order forms, etc.

In this article, we’ll show you how to grant the user access to your Array folders, or to specific forms.

Sharing Your Folder

To share a folder with a Array user, start by clicking on the “Folders” button in the left hand navigation bar.

sidemenu

You’ll then see a list of all the folders you’ve created. Find the one that you’d like to share with your team member and click the Plus button on the right hand side.

addusersandteams

After clicking the Plus button, you’ll be given a list of all the users and teams on your Array account. You can either scroll through the list, or use the search bar at the top of the window to find a specific user.

sharemenu

When you’ve found the user you’d like to share the folder with, click the Role button to the right of their account information. This will allow you to select the various permission levels that they can be given on the selected folder. Choose the permissions you’d like, then click “Share” in the bottom right corner.

You can share a folder with multiple users at a time.

Sharing Your Form

To share a form with a Array user or team, start by clicking on the 'Forms' button in the left hand navigation bar.

sidemenu

You’ll then see a list of all the forms you’ve created. Find the one that you’d like to share with your team member and click the Plus button on the right hand side.

addusersandteams

After clicking the Plus button, you’ll be given a list of all the users and teams on your Array account. You can either scroll through the list, or use the search bar at the top of the window to find a specific user.

sharemenu

When you’ve found the user you’d like to share the form with, click the Role button to the right of their account information. This will allow you to select the various permission levels that they can be given on the selected folder. Choose the permissions you’d like, then click “Share” in the bottom right corner.

You can share a form with multiple users at a time.