Multiple users creating forms for our company

  • abrwholesalers
    Asked on July 25, 2017 at 6:54 PM

    Hi!

    I created what I would call a generic account for us to build forms and bought the Bronze plan. I then added sub users. But I find when I go into the sub user and create a new form the form is created just for that user. We want to be sure all of our forms are stored in our generic account should someone leave we don't lose our form.

     

    What do you recommend? Should we not use multiple user accounts? I've created a form under my name but now can't get the form over to be under our main generic company account.

     

    Thank you,

     

    Rick Black

     

  • liyam
    Replied on July 25, 2017 at 11:59 PM

    When a sub-user creates a form, the form he creates shall be his own form and not the form for the main account. But the sub-user can transfer the form to the main account by dragging the form towards the folder of the main account shared to him

    Here is a sample GIF animation on how to transfer forms from sub account to a parent account (this is a 3mb file so it may take time to load):

    Multiple users creating forms for our company Image 1 Screenshot 20

    If you have questions, please let us know.