Inviting collaborators to Nifty Forms is a great option if you don't hold all the technical details of the project or want your accountant or client to have full access.
There are two levels of collaboration permissions:
1. Collaborator on the business
2. Collaborator on the claim
You'll identify this option by locating the + button on the top right hand side of the page at the business dashboard and claim view.
Sharing a Claim
You can share each of your claims with your colleagues or accountant to help you complete the form or discuss it in-app through the commenting system. When you share a claim with someone, they won’t have access with any other claims that you have created or that you have access to. The person you’ve shared it with also won’t have the ability to share your claim with other people.