How to manage sub accounts

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    FinReg
    Asked on April 14, 2017 at 02:25 PM

    A free account was migrated to a paid account. A number of users have created forms and data and there was little planning. Now we need to re-organize this with one person administering the main account and re-organizing the material in the sub accounts - some of which appears to have been created in the master account and shared. Isn't there some way for the main account to see everything and reorganize it without sharing, exporting, templating, etc. I'd like to just reorganize it once so that we could make sense out of what we have. I can't seem to find much in your help or on the web about administering JotForm. Making forms is easy! but keeping track and organizing them seems to be a neglected topic.

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    jonathan
    Answered on April 14, 2017 at 02:56 PM

    Please refer also to our user guide: How-to-Share-Forms-with-a-Sub-account-User

    Isn't there some way for the main account to see everything and reorganize it without sharing, exporting, templating, etc

    Actually the main account (owner of the forms) can do this. Sub users can have 2 option in the form -- View only or with Edit option.

    Let us know how we can be of further assistance.