I have several DIFFERENT clients who's forms are set up under MY account and I want to separate them for billing reasons. How do I do that?

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    hollim
    Asked on September 26, 2011 at 12:36 PM

    Currently my account is setup as "Premium" for one of my first clients as they exceeded the maximum forms submittal.  Later I thought I had setup a new login and password for another client so they could use the JotForms service.  However, all seem to fall under my first initial login name and password.  

    Please advise how I can separate these into their OWN accounts.

    Thank you,

    HOLLI M

  • Profile Image
    mliz
    Answered on September 26, 2011 at 12:56 PM

    Hi HOLLI M,

    First you will need to sign them up for an account with JotForm once their account is ready you may use the Import feature to recreate the forms in their corresponding account. After doing this, the site where the form is embed has to be updated with the new form codes so that the new and incoming submissions are counted against the quota of their accounts.

    To import a form into another account please do the following:

    1. Copy the form url that needs to be imported to the new account
    2. Login to the new account
    3. Click on My Forms
    4. Select 'New Form'
    5. Click on "Import Form"
    6. Click on "From a Web Page" and paste the form URL

    You can edit the form title since by default it will have the 'Cloned' tag in it.

    You may also visit the following article from our user guide for reference:

    http://www.jotform.com/help/42-How-to-clone-an-existing-form-from-a-URL

    Hope this helps.