Splitting JotForm account?

  • alasa7
    Asked on December 23, 2014 at 5:31 PM

    I have been operating as admin for myself and a non-profit I run, but I would like to split my account into one for personal and one that has my non-profit form and information.

    Is there a way for me to create a new account and have the form split off to the new account? Or do I have to start all over with the form on a new account?

    Thanks,

    Ansa

  • jonathan
    Replied on December 23, 2014 at 5:43 PM

    Hi Ansa,

    There are 2 ways you can share or duplicate your existing forms to multiple accounts without recreating any of the form all over again.

    Assuming that you now have multiple JotForm accounts (admin and non-profit account)

    1. Clone or copy the form to different accounts.

    User guide: -How-to-Clone-an-Existing-Form-from-a-URL

    When logged in to the other account where you want to copy the form, use the import option

    Splitting JotForm account? Image 1 Screenshot 30

     

    2. Make the other (non-profit account) as sub-accounts or sub users.

    User guide: -How-to-Share-Forms-with-a-Sub-Account-User

    You will be able to delegate task to the sub users by sharing the forms.

    Splitting JotForm account? Image 2 Screenshot 41

     

    Hope this help. Inform us if you need further assistance.

    Thanks.