How to build a form for a customer, and manage the form from a sub-account?

  • Profile Image
    veryoldtimer
    Asked on December 07, 2017 at 03:27 PM

    Hi, A customer of mine needs the Jotform Bronze to send his messages in a website. This website will be provided by me and I want to know how we have to handle the admin situation like, name, address and payment by my customer.

    The customer is machinehandelwoormgoor.com and is situated in the Netherlands.

    The site will be published next week at the provider and the name will be:

    ski-rack.nl

    My name is:

    Wim Dogterom

    web development

    mobile: 0031-6-4875 8998



    This is a re-post of a comment on How to Create Your First Web Form

  • Profile Image
    BDAVID
    Answered on December 07, 2017 at 05:06 PM

    You can ask your client to create his own account in JotForm. Then, if he wants to upgrade it to a paid plan, he can follow this guide: https://www.jotform.com/help/331-How-to-Upgrade-My-Account 

    Then, he can create a new empty form, and share it with your account, so he can grant your full access to it, for you to build it and manage his form submission: https://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User