Client Access to Forms

  • Profile Image
    Andrew Thornhill 
    Asked on March 26, 2014 at 10:07 PM

    Hi,

    We are safety consultants based in Australia. I have used jot form to create a web-form for a client that they want to use. I understand how a completed form can be uploaded to a internet/intranet site and submissions directed to an email address. 

    My questions are:

    1. Does the Client also need to sign-up to Jot Form or can we manage it through our account?

    2. If they do need to also sign up, how do I make the form accessible through their account (i.e. without having to re-create it in their account)?

    Thanks in advance.

    Andrew

  • Profile Image
    Cesar
    Answered on March 26, 2014 at 11:31 PM

    1. Does the Client also need to sign-up to Jot Form or can we manage it through our account?

    Only the account that contains the form can truly manage the forms in the account. You can allow sub user accounts to have access to view submissions of your forms or actually edit forms on your account. 

    More information on this here: How-to-Share-Forms-with-a-Sub-Account-User

    Users that will be filling out the forms do not need to register with Jotform.

    2. If they do need to also sign up, how do I make the form accessible through their account (i.e. without having to re-create it in their account)?

    More information on this here: How-to-Share-Forms-with-a-Sub-Account-User

     

    Do let us know if you need further assistance. Thank you.