Adding Guests to Your Organization

Описание: Securely collaborate with external users by leveraging Guest Access—whether you’re sharing contracts, collecting information from vendors, or engaging with clients. In this video, Isabelle from the Cognito Forms team walks you through two primary methods for managing guest access: creating a guest list or sharing authenticated links.

Guest lists allow you to easily manage who can access your forms by enabling or revoking access centrally, while authenticated links provide a secure, one-off access method for individuals without adding them to a guest list.

✅ In this video, you'll learn how to:

👉 Decide between using a guest list or authenticated links
👉 Set up and customize person forms as guest lists
👉 Activate or deactivate guest access
👉 Share specific entries securely using authenticated links
👉 Build custom workflow actions and email notifications
👉 Enhance form security by restricting email edits and enforcing authentication
👉 Track guest activity in your organization’s settings

00:00 Overview of Options
1:19 Creating a Guest List
2:01 Guest Profile
3:05 Guest List Settings
3:49 Guest List Email Notifications
4:13 Adding Guests to List
5:03 Managing Access
6:05 View as Guest
6:30 Authenticated Links
6:54 Public Links
7:25 Save & Resume Links
8:01 Workflow Link Sharing
11:08 Email Notifications
12:13 Confirming Guest Access
12:46 Resources

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LINKS & RESOURCES

👉 Guest Access User Guide: https://www.cognitoforms.com/support/...

👉 Get in Touch with Support: https://www.cognitoforms.com/supportr...

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👋 ABOUT COGNITO FORMS: Hi, we’re Cognito Forms, an easy-to-use online form builder that allows you to create powerful forms for your website. You can build contact forms, registration forms, order forms and more in just a matter of minutes! Check us out here: https://www.cognitoforms.com/