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Sub-accounts?Asked by DouglasLufkin on September 23, 2014 at 02:57 PM
I am a web developer, and am creating a site for a client that will need many forms. They will be creating events and programs that people will register for and pay to attend using JotForm.
I will get them set up with the initial forms, but they would eventually like to be able to create their own.
Is a sub-account appropriate here? If I set their email address as a sub-account, it sounds like I can select which forms they can have access to and edit. (I do not want them to have access to my other clients' forms.)
As a sub-account, would their login password be the same as my password or do they create their own at some point?
I think, yes. First, you have to create the folder to your account based on your client names or whatever name you prefer. Share that folder to the specific client. Your client should only be able to see what folder you've shared and the forms under that folder.
Sub-Account has a different login information. They should register using the invitation link sent by Jotform after you add their email address to your account.