How to share form submissions page?

  • Julia Lengacher
    Asked on August 19, 2019 at 8:17 AM

    I may be moving to a different role at our office and may need to turn the conference over to someone else.  

    Without disrupting links I have already shared concerning registration, how can I pass the monitoring of the conference on to someone else here in our office without sharing my account login information?

  • jherwin
    Replied on August 19, 2019 at 9:50 AM

    You do not have a sub-user feature in your account so the only way to share data/reports with others is by sharing the submissions page for that form.

    Guide: https://www.jotform.com/help/199-How-to-Share-Form-s-Submissions-Page

    Or, if you want we can move that form to another account (their account) so that they can manage the form and the submissions data. However, please note that transferring the form to their account will also remove your access to the form.

    Related Guide: https://www.jotform.com/help/342-How-to-transfer-or-share-forms-and-data-with-another-account

  • DuBoisHonorSociety
    Replied on August 27, 2019 at 10:43 AM
    Good Morning,
    I read the two options you provided below concerning how I can pass the registration JotForm to someone else.
    I’m a little nervous about passing complete ownership to the person in my office, as she may not have time to learn the Ins and Outs of JotForm to handle any technical glitches she might encounter.
    If I go the route of sharing the submissions page with someone here in my current office, is there somewhere else on the backend that I can update to have push emails go to this person instead of me?
    As mentioned, I will be stepping into a different role here within the organization and will not be actively working on this conference. I do, however, want to be able to handle any small technical issues, since I built the form.
    Thanks,
    Julia Lengacher
    Florida State University
    Office of Undergraduate Studies
    Dean Karen Laughlin’s Office, UCA 3300
    jlengacher@fsu.edu
    850-644-2740
    ...
  • jherwin
    Replied on August 27, 2019 at 10:54 AM

    Then I think sharing the submissions page is the best option for you. You can also change the email address placed in the notification recipient, please check the guide below.

    Guide: How-to-Change-the-Email-Address-Used-for-Notification-Email

  • DuBoisHonorSociety
    Replied on August 27, 2019 at 12:43 PM
    Thanks!
    Julia Lengacher
    Florida State University
    Office of Undergraduate Studies
    Dean Karen Laughlin’s Office, UCA 3300
    jlengacher@fsu.edu
    850-644-2740
    ...