Form use by clients

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    David Chastain 
    Asked on December 17, 2020 at 01:29 PM

    Hi, just curious, if I were to sign up for one of the larger plans, would I be able to give limited access to my clients (I'm a web developer, easing into a suite of web services for local small businesses) who only need one or two forms? Ideally I'd like them to be able to have full control of just the forms that I assign them.

    If that's possible, and they decided later that they want their own account, is it possible to transfer the forms that they use to a separate account, including saved data? Maybe there is an export/import feature?

    Thanks!

    David

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    JohnRex
    Answered on December 17, 2020 at 03:00 PM

    Hello David - Unfortunately, our regular plans (Free, Bronze, Silver, and Gold) are single-user only. The multi-user feature is only available on an Enterprise plan.

    Now, as a workaround, you can use one of the following methods to share the form with a specific user:

    1.) Assign Form - This allows you to assign a form to a specific user. However, they can only view and submit the form

    2.) Form Collaboration - This allows the user to edit the form design but cannot access submissions

     is it possible to transfer the forms that they use to a separate account, including saved data? Maybe there is an export/import feature?

    We can transfer forms from one account to another by request (except HIPAA forms). Just contact us here, mentioned the forms you would like to move along with the destination account's username/email, then we'll move it there with the submission data included.

  • Profile Image
    David Chastain 
    Answered on December 17, 2020 at 03:22 PM

    Hi, thanks for the quick reply! The Enterprise version is probably

    beyond my needs and budget right now, but is it possible to both Assign

    a form, AND Collaborate, to give a single individual access to the form

    data, and control of design? That might be enough. I have other

    questions but I can probably answer those most easily by signing up for

    a free account and playing with things a bit. And if people can

    transition to their own account later, that solves my big rule about

    never locking clients in to my services, for their peace of mind and

    mine....

    Thanks!

    David


  • Profile Image
    David Chastain 
    Answered on December 17, 2020 at 03:55 PM
    Oops, just realized that replying to this form posts to the public forum
    -- any chance you can delete my email signature from my last reply? 
    Probably don't need more calls from political robocallers : )
    ...
  • Profile Image
    JohnRex
    Answered on December 17, 2020 at 05:06 PM

    No worries, David. I have removed the signatures on your previous replies and set this ticket as Private. Only you and us, the support team, can access this conversation.

    Let us know if you need further assistance.