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Sharing Folders & Forms with Team Members

Sharing forms and folders with your team is one of the most effective ways to streamline workflows, improve collaboration, and eliminate paper clutter.

Updated over 3 months ago

With just a few clicks, you can provide colleagues with access to critical forms like incident reports, inventory checklists, or customer feedback surveys — all in one secure platform.

In this guide, we’ll walk you through:

  • How to share folders with other users or teams

  • How to share individual forms with specific roles and permissions

Sharing a Folder

To share an entire folder (which can include multiple forms), follow these steps:

Step 1: Navigate to Folders

  1. Click the Tools dropdown menu at the top right of your screen (next to your account name).

  2. Select Folders from the list.

    tools_menu-1

Step 2: Choose a Folder to Share

You’ll now see a list of all folders in your account.

  • Locate the folder you want to share.

  • Click the Plus (+) icon on the right side of the folder row.

    addusersandteams

Step 3: Select Users or Teams

  • A sharing menu will appear with a list of all users and teams in your Array account.

  • Use the search bar to quickly find a specific user or team.

sharemenu

Step 4: Assign Roles & Permissions

  • Click the Role button next to the user or team name.

  • Select the permission level you’d like to assign:

    • View Only – See but not edit forms or submissions

    • Edit – Modify forms and review submissions

    • Submit Only – Complete forms without making structural changes

    • Admin – Full control over the folder and its contents

  • Once selected, click Share in the bottom-right corner to confirm.

You can share the folder with multiple users or teams at once.

Sharing a Form

To share a single form directly (without sharing the entire folder), follow these steps:

Step 1: Navigate to Forms

  1. Click the Tools dropdown menu.

  2. Select Forms.

    tools_menu-1

Step 2: Choose a Form to Share

  • From your list of forms, find the one you want to share.

  • Click the Plus (+) icon to the right of the form.

    addusersandteams

Step 3: Select Users or Teams

Just like with folders, you’ll be shown a list of available users and teams.

  • Use the search bar to quickly locate someone.

  • Click the Role button to assign specific form permissions.

    sharemenu

Step 4: Confirm Sharing

  • Choose the appropriate permissions (View, Edit, Submit Only, or Admin).

  • Click Share to finalize.

You can also share forms with entire teams in just a few clicks.

Need Help with Roles and Permissions?

Visit our User Permissions Overview to learn what each role allows and how to best manage user access across your organization.

Pro Tips

  • Use folder sharing to give users access to multiple forms at once.

  • Use form-level sharing for granular control over who can access specific forms.

  • You can update or revoke sharing permissions at any time.

If you need assistance, feel free to reach out to our support team via live chat or by submitting a support request. We're happy to help you set up your sharing structure in a way that works best for your team.

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