Granting Web Form Access to Partner

You can only allow Partners of the Network(s), for which Web Form is created, to access Web Form. After granting an access, Partner can access the Web Form. 

Following conditions must meet for granting an access to a particular Web Form:

  • Web Form must be activated.
  • Web Form is of Web Page type.
  • Web Form is created using For partner option.
  • Partner to whom you are granting access is self onboarded.

To grant access:

  1. Click Configure > Web Forms.
  2. On the Web Forms screen, click > Grant Access.



  3. On the Grant Access window, all the self onboarded Partners of the Network(s) for which Web Form is created, will be populated. Click Grant Access to the Partner to grant access.



  4. Click Yes, grant it, when prompted to confirm.

     

  5. Repeat steps 3 and 4 to grant access to multiple Partners.

  6. Click Close to close the Grant Access window.

    This grants access to the Web Form. Depending on the navigation type selected in the Web Form, Partner can access the form from the screen.