- firstname.lastname@example.orgAsked on February 06, 2013 at 03:13 PM
I noticed that sub accounts are now an option, but would like to know if there is a way to assign each sub account their own password or does everyone use the same password?
- JotForm SupportDeygusAnswered on February 06, 2013 at 03:31 PM
Hi, yes we just launched the testing phase of this as far as I know. I'm not quite sure that there is a way to assign passwords yet. So far the way this works is that you basically enter the email of the user you want to add then after that you are left with 2 options.
Option 1 - Share all Forms (you can specify if they are allowed to view submissions reports, or even edit, delete, and rename form separately)
Option 2 - Select From Forms (looks like the same sub-option A or B in order but instead here you are specifying what forms when they login they will have access to. You can even specify a group of forms in a folder as well.
- email@example.comAnswered on February 06, 2013 at 03:42 PM
Thanks. I just set up a sub account, but when I tried to login it did not work, so it looks like there is a way to create a sub account, but not yet a way for the sub account to login. I used the sub account email for the username and the main account password to test this.
- pammayhallAnswered on February 06, 2013 at 03:46 PM
I just did this too but the sub account user has to already have a Jot Form account or create one. However, it appears that the new sub account only gets the 100 limit not the increased limit of the paid account that the main user has. Am I missing something?
- JotForm SupportDeygusAnswered on February 06, 2013 at 03:47 PM
Hi yes, the way it works is it sends an email to the person asking them to sign up and they will then see the " Shared Form Access " under All Forms in their Account when they are logged in.
- firstname.lastname@example.orgAnswered on February 06, 2013 at 03:55 PM
Wow. This is not what we were expecting when were told there would be sub accounts. A sub account seems like it should be just that...a sub account under the main account. Not a completely different account that has access to another account. We were hoping that a sub account meant that certain members of our organization could set up a sub account and have access to specific aspects of the main account without having to create a completely new account. Will sub accounts have the same plan as the main account or do they have to choose a new plan?
- JotForm SupportMike_TAnswered on February 06, 2013 at 05:50 PM
Will sub accounts have the same plan as the main account or do they have to choose a new plan?
As far as I understand, they will have their Free plans by default, and submissions on the shared forms are not related to their limits. In other words, they will be able to manage shared forms without any additional costs.
We are still working on the new Account page, so the things may be improved with time.
- JotForm FounderaytekinAnswered on February 07, 2013 at 07:40 AM
"We were hoping that a sub account meant that certain members of our organization could set up a sub account and have access to specific aspects of the main account"
That's actually how it works. You send an invitation to a member in your organization and give access to some or all of your forms. They click on the link on the email, and define their username and password.
Do you need to define the usernames and passwords for the users?
- corcoranceAnswered on February 13, 2013 at 11:40 AM
I'm also trying to set up sub accounts, but there does not appear to be a way to select the specific forms that I wish others to have access to.
- JotForm SupportpaoloumalidevAnswered on February 13, 2013 at 11:49 AM
You may open up a new thread so that we can check what's wrong in your specific account/forms but if you noticed the above replies, Deygus did provide screenshots of how you can specify access to sub accounts.
What's important is that they should have their own separate JotForm account(which defaults to Free), and that's when you will specify access rights.
This is similar to how others do it providing web services, say for example, GoDaddy, where one will create a separate account, and main account just lays out what the sub account has access to.
- VOMIChairmanAnswered on March 20, 2013 at 07:36 AM
We need a third option for the sub-user: to be able to create and edit a new form from scratch from our account.
Right now, as it stands, I am under the impression that we have to first create a form and then provide access to it. We'd like to give our employees the capability to create a new form from scratch "from our account" - instead of from their personal FREE account - so that, when they are no longer with our company, we can remove them from our list of sub-users, remain in control of the form and block all future access to it.
- JotForm FounderaytekinAnswered on March 20, 2013 at 09:35 AM
The solution is to create the forms under a shared folder. When you share a folder, that folder and all forms under it belongs to the master user. You can remove the sub-user and the form will still be available on your folder even if the sub-user created the form originally. But she must place all forms under the shared folder.
- marielkisligAnswered on May 28, 2013 at 11:46 AM
Hello Jotform team,
Question following the above as I'm sure things have changed since March 20th: our company owns a premium package and wondering if the 10 sub-account users (that would be colleagues rom the same company) are still getting the basic package or a premium?
Thanks for your feedback!
- KadeJMAnswered on May 28, 2013 at 01:31 PM
Hello marielkislig we understand that your question may be related but I would like to kindly request that you please open up any New Questions you may have in a New Thread so that we can keep them Mainstreamed and Address them Invidually out of Respect as to what you are asking. Additionally you are also more then welcome to link this thread on the new thread if you like. Thank You in advance.