Sub-account users configuration

  • GestionSiC
    Asked on April 24, 2017 at 2:03 PM

    Buenas tardes quiero consultar sobre las políticas de seguridad en sub cuentas para Compartir Formularios y Carpetas, es posible permitir modificar fichas pero bloquear el permiso para borrar, por ultimo las sub cuentas se deben registrar con un nuevo correo electrónico pero como ingreso el password asignado a la nueva cuenta?.

  • jonathan
    Replied on April 24, 2017 at 4:37 PM

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

    Sub accounts cannot delete your shared forms. They can only view form submissions or edit the form.

    If you do not want the sub user to edit the forms, do not give Edit access. Give only View option.

    Example:

    Sub account users configuration Image 1 Screenshot 20

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    You can create jotform account for sub users. Create the account using this link https://www.jotform.com/signup

    After creating the account, you can add it as your sub user.

    I hope this help. Let us know if you need further assistance.

  • GestionSiC
    Replied on April 25, 2017 at 9:37 AM

    Ok pregunta es posible asignar password diferentes a cada subcuenta?

  • Helen
    Replied on April 25, 2017 at 10:47 AM

    Hello,

    Thank you for contacting us.

    You can create sub-account to share forms created under your account. Sub accounts can be created by entering the user's email address. The user will receive an invitation email from JotForm and the user has to sign-up first before he will be able to view the shared forms and submissions.

    Consequently, sub accounts like any normal free account, they have usernames and passwords. and the only difference is that they get access to forms/submissions of the main account who shared the form with sub account.

    If you have any other questions or issue, please do not hesitate to contact us.

  • GestionSiC
    Replied on April 25, 2017 at 12:18 PM

    Bien tengo la sub cuenta creada es posible limitar borrar envíos y solo permitir editarlos?

    adjunto imagen.

     

    Well I have the sub account created is it possible to limit delete shipments and only allow editing?

     

    attached image.Sub account users configuration Image 1 Screenshot 20

  • AIDAN
    Replied on April 25, 2017 at 1:49 PM

    I'm afraid it is not possible to achieve what your asked for, in terms of sub-account users permissions.

    One idea that could perhaps fill this gap, is creating an email notification and setting the sub-account user as the recipient, and then include the submission edit link in this email notification. This way the sub-account user would have emails containing edit links for all the form submissions, without being able to delete them.

    I hope this helps. If you need further assistance please let us know. Thank you.

  • GestionSiC
    Replied on April 25, 2017 at 3:16 PM

    Yes, but the problem here is that you can not see the old tabs, you can only see the new notifications.

    Query in case a subaccount erases tabs by mistake is it possible to recover them by means of backup requesting a jotform support by mail?

  • jonathan
    Replied on April 25, 2017 at 4:28 PM

    I created a separate thread for new question here https://www.jotform.com/answers/1128460

    We will attend to it shortly.