Creating account for a client

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    Brenda_Christopher
    Asked on March 06, 2021 at 07:24 PM

    Hello,

    I want to create a Jotform for a client but they currently don't have a Jotform account and I need to create this form before they sign up. Am I able to create a free account for them and then transfer the email address to them when I deliver the project?

    Or is there a better option for creating a form and then sharing it with them, giving them full edit access and making sure it stays linked to the correct Google Sheet for data collection?

    I would appreciate any help or feedback on the best way to handle this.

    Thank you

    Brenda


  • Profile Image
    gerardw
    Answered on March 07, 2021 at 04:08 AM

    Hello Brenda,

    What you can do is:

    1. Create the form in your account. Once it is complete, create a new account for your client with the required/correct email address and share the login credentials with them
    2. After that send us a request to move the form into their account and we can help you do that. But you need to let us know their account username or linked email address.

    Please note that the form ownership will be transferred when we move the form.

    Would this work?

  • Profile Image
    Brenda_Christopher
    Answered on March 07, 2021 at 09:12 AM

    Thank you! I think that will work great. Can you please tell me how long the transfer between accounts will take? Also, please confirm that the form link (to share with others to fill out the information) and the link between the form and the data collection sheet in Google Sheets will remain intact once the form is transferred over.

    Thanks again!

  • Profile Image
    ashwin_d
    Answered on March 07, 2021 at 02:24 PM

    Please note that when we transfer forms from one account to another, it is transferred instantly. The form URL will remain the same and all settings along with email alerts and integrations will also remain intact.

    Hope this helps.

    Do get back to us if you have any questions.