How to assign forms to users?

  • SophieGarlick
    Asked on August 5, 2020 at 4:33 AM

    Would you please be able to help us understand how we can link our account to the use of the mobile app please? We have staff that have created accounts but cant seem to understand how we can link our published forms to their app, and allow them to save and see what they have submitted, and feel we arent getting the full use and potential out of what we are paying for? Some help would be greatly appreciated

  • Bojan Support Team Lead
    Replied on August 5, 2020 at 6:49 AM

    If your users created a JotForm account already, you need to assign a form to them. You can do this by entering their JotForm email in the Publish tab of the form builder:

    How to assign forms to users? Image 1 Screenshot 60After you send invitations, they will receive an email invitation, and they will be able to access the forms from the mobile app. To see assigned forms, they need to click on the All Forms and then select Assigned Forms menu:

    How to assign forms to users? Image 2 Screenshot 71

    How to assign forms to users? Image 3 Screenshot 82

    You can allow your users to only submit the form, submit and view their submissions, or to submit and edit submissions later. To change this, you need to select Invited people from the Publish tab:

    How to assign forms to users? Image 4 Screenshot 93From there, you can update the permissions:

    How to assign forms to users? Image 5 Screenshot 104You can click here for more information.

    Let us know if you have any additional questions.