Sharing - Share with Users

Introduction

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 user access to your Launchcloud folders, or to specific forms.


Navigation

To share a folder with a Launchcloud user, start by clicking on the “Folders” button in the lefthand navigation bar. Alternatively, you can click the “Forms” button to share a form.

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 “manage” button on the righthand side.

This will open a hidden tray on the righthand side displaying the folder’s status and a list of all the users who have access to the folder. Click the “Share” button to add a user.


Sharing Your Folder

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

When you’ve found the user you’d like to share the folder with, click the “Select Role” button to the right of their account information. This will open a dropdown menu with 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.


Removing Users

Every time you share a folder or form with a user or team, their icon will appear under the “Shared With” section. To revoke a user’s access to a folder, click the “X” button to the right of their name.

 

close