https://formapprovals.com/assets/TeamPlanFeatures-DDzR_OL4.js

1import{j as e,S as s,g as p,G as d,T as t,s as r,L as o,f as h}from"./index-B1JCX_-d.js";import{u as g}from"./useAccordionHash-Bm5BAMFl.js";import{I as u}from"./IconLock-BFOO_JRv.js";import{A as i}from"./Accordion-DmrTPlX9.js";import{L as n}from"./List-Bq6CPE7n.js";import{I as x}from"./IconShare-DSIR6hd_.js";import{I as j}from"./IconMessageCircle-BPYND8wQ.js";import{A as f}from"./Alert-rB0v6-kr.js";import{I as y}from"./IconInfoCircle-BUY0Ko0n.js";import"./get-safe-id-Bp3H8K0-.js";import"./Collapse-WaTycHdN.js";import"./get-style-object-DUJZA7T_.js";const m=["team-members","team-tracking-access","sharing-tracking-access","approving-via-tracking-page","recipient-authentication","automatic-reminders"];function L(){const[a,c]=g(m),l=a.length>0;return e.jsxs(s,{gap:"xl",children:[e.jsxs(s,{gap:"xs",pb:8,style:{borderBottom:"1px solid var(--mantine-color-gray-2)"},children:[e.jsx(p,{order:1,size:"h2",style:{borderBottom:"none",paddingBottom:0},children:"Team Plan Features"}),e.jsxs(d,{justify:"space-between",align:"center",children:[e.jsxs(d,{gap:6,children:[e.jsx(u,{size:16,color:"var(--mantine-color-dimmed)"}),e.jsx(t,{size:"sm",c:"dimmed",fw:400,children:"The information described on this page is only available to users on the Team plan."})]}),e.jsx(r,{component:"button",size:"sm",c:"dimmed",onClick:()=>c(l?[]:[...m]),style:{whiteSpace:"nowrap"},children:l?"Collapse all":"Expand all"})]})]}),e.jsxs(i,{multiple:!0,value:a,onChange:c,variant:"separated",order:3,styles:{panel:{fontSize:"var(--mantine-font-size-sm)"}},children:[e.jsxs(i.Item,{value:"team-members",id:"team-members",children:[e.jsxs(i.Control,{children:[e.jsx(t,{size:"lg",children:"How to add / remove Team members"}),e.jsx(t,{size:"sm",fs:"italic",c:"dimmed",children:"Manage which administrators share your team's usage allowance."})]}),e.jsx(i.Panel,{children:e.jsxs(s,{gap:"sm",children:[e.jsx(t,{children:"A key benefit of the Team plan is that multiple administrators in your domain can each manage their own forms with the add-on, while sharing a single usage allowance."}),e.jsx(t,{children:"Adding a user to your plan, adds them to your subscription so their forms will be under your subscription. It also allows them to view and manage other team members' forms and requests from the tracking dashboard (including sending reminders, amending recipients and canceling requests)."}),e.jsxs(t,{children:["Any current member of the team can add / remove team users at any time from the"," ",e.jsx(r,{component:o,to:"/subscribe/",children:"subscription page"}),"."]}),e.jsxs(t,{children:["On the subscription page, scroll to the ",e.jsx("strong",{children:"Team Members"})," section to see who is currently on your account. Click ",e.jsx("strong",{children:"+ Add"})," to add a new member, or click the remove button next to an existing member to remove them. All team members must be in the same domain as you."]})]})})]}),e.jsxs(i.Item,{value:"team-tracking-access",id:"team-tracking-access",children:[e.jsxs(i.Control,{children:[e.jsx(t,{size:"lg",children:"Team member tracking access"}),e.jsx(t,{size:"sm",fs:"italic",c:"dimmed",children:"Allow team members to view and manage each other's forms and requests."})]}),e.jsx(i.Panel,{children:e.jsxs(s,{gap:"sm",children:[e.jsxs(t,{children:["On the Free and Individual plans, only the form administrator (the person who set up the form with the add-on) can access the ",e.jsx(r,{component:o,to:"/support/tracking-requests/",children:"dashboard tracking page"}),"."]}),e.jsx(t,{children:"When on the Team plan, other administrators you add to the team can access the tracking page as well."}),e.jsxs(t,{children:["To view another team member's forms, use the ",e.jsx("strong",{children:`"View a team member's forms"`})," dropdown at the top of the ",e.jsx(r,{component:o,to:"/my-forms/",target:"_blank",children:"My Forms"})," page. Search by email address to quickly find the person you're looking for. To return to your own forms, click the ",e.jsx("strong",{children:"X"})," button in the dropdown."]}),e.jsx(t,{children:"When viewing another team member's forms, you can track requests on their behalf. Team members get the following elevated permissions on each other's forms:"}),e.jsxs(n,{spacing:"xs",children:[e.jsxs(n.Item,{children:[e.jsx("strong",{children:"View all requests"})," — see every request submitted through the form, not just requests they are involved in."]}),e.jsxs(n.Item,{children:[e.jsx("strong",{children:"Cancel requests"})," — cancel requests on behalf of the form administrator."]}),e.jsxs(n.Item,{children:[e.jsx("strong",{children:"Update recipients"})," — amend recipients on any request."]}),e.jsxs(n.Item,{children:[e.jsx("strong",{children:"Send reminders"})," — send reminders to recipients on any request."]})]})]})})]}),e.jsxs(i.Item,{value:"sharing-tracking-access",id:"sharing-tracking-access",children:[e.jsxs(i.Control,{children:[e.jsx(t,{size:"lg",children:"Sharing tracking access with requestors or recipients"}),e.jsx(t,{size:"sm",fs:"italic",c:"dimmed",children:"Share a direct link so requestors and recipients can track their own requests."})]}),e.jsx(i.Panel,{children:e.jsxs(s,{gap:"sm",children:[e.jsx(t,{children:"When on the Team plan, requestors and recipients can also access the tracking page (when you share them the direct link to the form's tracking page), and they will only see requests they are party to."}),e.jsxs(h,{bg:"var(--mantine-color-gray-0)",p:"md",style:{borderRadius:"var(--mantine-radius-md)"},children:[e.jsx(t,{fw:700,mb:"xs",children:"To share the tracking page link with requestors or recipients:"}),e.jsxs(n,{type:"ordered",spacing:4,fz:15,children:[e.jsxs(n.Item,{children:["Go to the ",e.jsx(r,{component:o,to:"/my-forms/",target:"_blank",children:"My Forms"})," page and sign in."]}),e.jsx(n.Item,{children:"Click on the form you want to share tracking access for to open its tracking page."}),e.jsx(n.Item,{children:'(Optional) Apply any filters first (e.g. recipient status of "Pending my response") and the copied link will include the filters, so the page will default to show requests pending their response.'}),e.jsxs(n.Item,{children:["Click the ",e.jsx("strong",{children:"share"})," ",e.jsx(x,{size:16,style:{verticalAlign:"middle"}})," icon in the header to copy the tracking page URL to your clipboard."]}),e.jsx(n.Item,{children:"Share the copied link with requestors or recipients via email, chat, or any other communication method."})]})]})]})})]}),e.jsxs(i.Item,{value:"approving-via-tracking-page",id:"approving-via-tracking-page",children:[e.jsxs(i.Control,{children:[e.jsx(t,{size:"lg",children:"Approving via the tracking page"}),e.jsx(t,{size:"sm",fs:"italic",c:"dimmed",children:"Recipients can respond to requests directly from the tracking page."})]}),e.jsx(i.Panel,{children:e.jsxs(s,{gap:"sm",children:[e.jsx(t,{children:"When on the Team plan recipients can approve (or otherwise respond to) requests directly from the tracking page, without needing to use the email link."}),e.jsxs(h,{bg:"var(--mantine-color-gray-0)",p:"md",style:{borderRadius:"var(--mantine-radius-md)"},children:[e.jsx(t,{fw:700,mb:"xs",children:"To approve a request from the tracking page:"}),e.jsxs(n,{type:"ordered",spacing:4,fz:15,children:[e.jsxs(n.Item,{children:["Navigate to the tracking page and sign in. If you don't have the link, ask your form administrator to share it with you (see ",e.jsx(r,{component:o,to:"/support/team-plan-features/#sharing-tracking-access",fz:"inherit",children:"Sharing tracking access"})," above)."]}),e.jsx(n.Item,{children:"Locate the request you want to respond to. You can use the filters to find requests pending your response."}),e.jsx(n.Item,{children:"Select the request to view its details."}),e.jsxs(n.Item,{children:["Click the ",e.jsx("strong",{children:"Respond"})," ",e.jsx(j,{size:16,style:{verticalAlign:"middle"}})," icon to open the response panel."]}),e.jsxs(n.Item,{children:["Click the appropriate action button (e.g., ",e.jsx("strong",{children:"Approve"}),", ",e.jsx("strong",{children:"Decline"}),", ",e.jsx("strong",{children:"Sign"}),") to respond to the request."]})]})]})]})})]}),e.jsxs(i.Item,{value:"recipient-authentication",id:"recipient-authentication",children:[e.jsxs(i.Control,{children:[e.jsx(t,{size:"lg",children:"Enabling Recipient Authentication"}),e.jsx(t,{size:"sm",fs:"italic",c:"dimmed",children:"Require recipients to verify their identity before responding."})]}),e.jsx(i.Panel,{children:e.jsxs(s,{gap:"sm",children:[e.jsx(t,{children:"When on the Team plan, you can enable Recipient Authentication for your forms. Recipient Authentication is a security feature that requires recipients to sign in and verify their identity before responding to (e.g., approving) a request."}),e.jsx(t,{children:"Recipients can authenticate using major identity providers such as Google and Microsoft single sign-on."}),e.jsx(t,{children:"This setting is configured per form, so you can choose which forms require the additional layer of security."}),e.jsxs(t,{children:["To enable Recipient Authentication, open your Google Form™, open the add-on, click ",e.jsx("strong",{children:"Settings"}),", then check the ",e.jsx("strong",{children:'"Force recipients to sign-in"'})," option."]}),e.jsx(f,{variant:"light",color:"brand",title:"Tips for recipient authentication",icon:e.jsx(y,{size:28}),children:e.jsxs(n,{fz:"sm",spacing:"sm",children:[e.jsx(n.Item,{children:`When this 

1setting is enabled, recipients with the role type "Needs to Sign" will have the option to reuse their last signature, so they don't need to draw it again each time.`}),e.jsxs(n.Item,{children:["When this setting is not enabled, response links will automatically expire after 365 days (or a timeframe that you choose). Learn more about"," ",e.jsx(r,{component:o,to:"/support/personalizing-notifications/#link-expiration",fz:"inherit",children:"link expiration"}),"."]})]})})]})})]}),e.jsxs(i.Item,{value:"automatic-reminders",id:"automatic-reminders",children:[e.jsxs(i.Control,{children:[e.jsx(t,{size:"lg",children:"Setting up Automatic Reminders"}),e.jsx(t,{size:"sm",fs:"italic",c:"dimmed",children:"Automatically send follow-up emails to recipients who haven't responded."})]}),e.jsx(i.Panel,{children:e.jsxs(s,{gap:"sm",children:[e.jsxs(t,{children:['When on the Team plan, you can enable Automatic Reminders to send follow-up emails to recipients who have not yet responded to a request (i.e., recipients with a status of "Current"). You can configure two settings: the ',e.jsx("em",{children:"frequency"})," at which reminders are sent (e.g., every 3 days), and the ",e.jsx("em",{children:"duration"})," after which reminders should stop (e.g., stop sending reminders two weeks after the request was originally made)."]}),e.jsx(t,{children:"When you first enable automatic reminders, the first reminder will be sent within 24 hours. Subsequent reminders will follow the frequency you selected."}),e.jsxs(t,{children:["You can also send a manual reminder to recipients at any time from the"," ",e.jsx(r,{component:o,to:"/support/tracking-requests/",children:"tracking page"})," or from an individual request's tracking link."]}),e.jsxs(t,{children:["To enable Automatic Reminders, open your Google Form, open the add-on, click ",e.jsx("strong",{children:"Settings"}),", then click ",e.jsx("strong",{children:'"Email Editor"'}),". In the Email Editor window, select the ",e.jsx("strong",{children:'"Other"'})," tab to configure your automatic reminder settings."]})]})})]})]})]})}export{L as default};