How to Add User in my Account

Good afternoon.

I need to add a user to assist in reviewing and approving templates in JotForm. What is the best way to do this?

Thank you!

Crystal

Tag Restaurant Group

Hi Crystal,

Thanks for reaching out to Jotform Support. Our regular plans (Starter, Bronze, Silver, and Gold) are for individual, single users. It is against our Terms of Use to share login details with others.

If you need a multi-user account, we recommend upgrading to Jotform Enterprise. Enterprise accounts may accommodate everyone on your team while providing you with complete control and insight into each team member's actions for IT audit purposes.

As a workaround, if you want multiple users to work on the same account's forms, you can use several features that can help you to streamline your process even further. I've briefly noted them here for you to take a look at:

Form Collaboration: This allows you to share the form with your team and work on it together. Let's do it:

• In the Form Builder, select the Add Collaborators button.
• Select Copy Link.
• Share it with others.

Sharing your Submission page: You can share submission data with a member of your company to assist with data management. This can be accomplished by exchanging the submission data. You can set permissions to read-only or collaborator. Collaborators can print and download entries with permission. Let me show you how:

1. We can send an invite link. On the Submission page, click Share in the top right corner. 
2. Click the Copy Link button to copy the Invitation Link.
3. If you want to invite someone via email, select Invite via Email.
4. Under the Invite via Email option, input the user's email address to which the submission page will be shared.
5. After that, you can select the user's role: read-only, collaborator, or commenter.
6. Once the invitation is sent, they will receive an email.
7. Now we'll go on to Share Settings. You can pick how you want it to be shared. You have the ability to change the privacy settings, invitation link default role, and limitations.

Adding assignees to your form: Assign Forms allows you to share forms with specific persons, keep track of submissions, and schedule reminder emails. Let me walk you through it:

• In the Form Builder, select Publish.
• Select Assign Form on the left side of the page.
• Enter the email address of the person to whom you wish to assign the form.

If you want the new user to have his or her own account and create his or her own forms, you can have him or her set up a second account in Jotform. But if you wish to share your forms with the new account, you can use the capabilities mentioned above. Here's how you can create an account:

1. Visit our Sign Up page.
2. Please enter your name, email, and password.
3. Check the box labeled I agree to the Terms of Service and Privacy Policy.
4. Once done, click Sign Up.

Give it a try, and let us know how it goes.