Create account then transfer to another user

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    WebDeveloper 
    Asked on March 11, 2020 at 04:46 PM
  • Profile Image
    WebDeveloper 
    Answered on March 11, 2020 at 04:49 PM

    Full question:

    As a web developer, can I set up a Jotform HIPAA account, pay for the first year on my own, create the forms and add them to the website, and then hand the Jotform account over the client? Clients often get confused setting up accounts, so I'm trying to figure out the best way to get them started. 


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    JohnRex
    Answered on March 11, 2020 at 07:29 PM

    Yes, that is possible. Once all forms are created, you can then transfer the account to them when necessary.

    I suggest that before handling them the account, update the billing credit card to use theirs.

    GUIDEHow-to-Change-Billing-Credit-Card 

    Then update the email address associated with the account to use their email address. Please refer to this thread on how it's done: https://www.jotform.com/answers/2132356 

    And lastly, they should reset the password to gain access to the account. Here's a guide they should follow: How-to-reset-JotForm-account-password. The reset link will then be sent to their email address (which was used as the email to be associated with the Jotform account).

    Hope this helps.