Collaborate with Others on a Form

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About this lesson

Add collaborators to a form. 

Quick reference

Collaborate with Others on a Form

Add collaborators to a form. 

When to use

We add collaborators whenever we want other people to help us build the form and add questions. 

Instructions

Add Collaborators

We can other people as collaborators on a form so they can edit, view, and contribute questions. 

  • Click the three dots. 
  • Click Collaborate or Duplicate. 

We can choose to collaborate with three groups of people: Anyone with an Office 365 work or school account, people in our organization, or specific people in our organization. 

  • Select Specific people in our organization
  • Type in the names of the people you want to add as collaborators. 
  • Click Copy to copy the link. 
  • Paste into an email and address it to the collaborator so they have a link back to the form. 
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  • 00:04 It's often the case that when we're building a form in Microsoft Forms
  • 00:08 that we aren't the only one contributing questions to the form.
  • 00:12 Maybe I work within a team and we are all building out this form together.
  • 00:17 So what I can do is, I can add people as collaborators on this form.
  • 00:22 And what that means, is that they pretty much have the same access that I do.
  • 00:26 They can view the form, they can edit the form, they can change the theme,
  • 00:30 they can delete questions, they can move things around.
  • 00:33 And you can choose to collaborate with one or two people or
  • 00:36 you can choose to collaborate with entire teams of people.
  • 00:39 Now, currently with this customer satisfaction survey, I'm the only one who
  • 00:44 can edit the form, make changes, change the form design, all of that good stuff.
  • 00:49 But maybe I want to collaborate with my colleague, Adele.
  • 00:54 Well, if we jump up to the three dots at the top, we have a Collaborate or
  • 00:58 Duplicate option.
  • 01:00 And the top section here allow me to add in collaborators.
  • 01:04 Now, notice if I click the dropdown,
  • 01:06 I can add in specific groups of people as collaborators.
  • 01:10 For example, anyone with an Office 365 work or school account.
  • 01:15 If I was to select this option, it means basically anybody with this type of
  • 01:20 account can edit the form and view the results.
  • 01:23 Maybe, I just want people within my organization, and my organization is MSFT.
  • 01:29 With the link, maybe they're the only people who I want to be able to edit and
  • 01:33 view the results.
  • 01:34 Or maybe I want to restrict this to specific people within my organization.
  • 01:39 So I could select this option and
  • 01:42 then simply choose to add Adele as a collaborator.
  • 01:46 So she can now access this form and make changes.
  • 01:49 Alternatively, underneath, we have a special link that we can copy and
  • 01:54 paste into an email or maybe a Teams chat.
  • 01:57 And this link will give full view and edit access to this form.
  • 02:01 So essentially, that's another way of adding somebody as a collaborator.
  • 02:06 So we could click Copy, paste it into an email, send that off to, let's say,
  • 02:11 Lee and he can then add questions to this form.
  • 02:14 So that's all pretty simple,
  • 02:16 that's how you can work with other team members by adding them as collaborators.

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