How can I transfer a folder of forms to a new sub-user and only allow them to access?

  • marcusantebi
    Asked on February 5, 2015 at 2:25 PM

    We currently have a folder called Human Resources Forms. I want to create a new account and essentially transfer these forms to that account so that they live there and can only be accessed by certain people. Our main account is shared amongst a few people but only 1 or 2 should have access to the HR forms. How can I either lock these down so it asks for additional authentication to access them, or transfer them to a new account with their own log in?

  • Mike
    Replied on February 5, 2015 at 3:28 PM

    Thank you for contacting us.

    You can share the folder with a Sub Account. However, in this case, the forms will be accessible to both you (MarcusAntebi Account) and the Sub Account User.

    How to Share Forms with a Sub-Account User

    If the forms are not supposed to be accessible from the MarcusAntebi Account, we can manually transfer them to another account. In this way, the HR forms will not be associated with your MarcusAntebi Account anymore. If you would like to proceed, please provide us with another registered JotForm Account Name.