Sharing a Forma Board

Collaborating — Inviting Another Participant

You can invite another participant to review your Forma Board and add comments directly to it.

  • Click on the group icon and then on the + icon to invite member.
  • In the pop-up-window, add the email address from the participant you are asking to leave comments.
  • Change permission settings to viewer. This allows the participant to view and leave comments but not change any element on the Forma Board.
  • Click on Share board.

The invited participant will receive an email with an invite link.

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