Centrally managing all our company JotForm accounts

  • Profile Image
    Matt Margulies 
    Asked on March 12, 2015 at 11:20 AM

    Hello, 

    First off...love JotForm. Our staff uses this daily. We use Google Forms a lot for simple things, but JotForm is a necessary solution for things Google Forms cannot handle.

    As our Head of Operations, I want to "centrally manage" everyone's account. I'm cool paying for the Professional version ($50/mo) and this should suffice for us for at least a while as we currently only have about 30 users. Note, I've read this post re: transferring sub-accounts http://bit.ly/1AdZjCJ. Ultimately, I want my email to own our company account and all forms. Is the best way to use sub-accounts or is there another suggestion to accomplish this?

  • Profile Image
    Welvin
    Answered on March 12, 2015 at 12:30 PM

    Hi Matt,

    I would suggest for sub-account. Then you should instruct all sub-users to create the form under the main account instead of their My Forms section. When creating the form under the main account, the recipient will be the main account's email address.  Unfortunately, you cannot have the same email address for multiple accounts.

    Thank you!

  • Profile Image
    Matt 
    Answered on March 12, 2015 at 12:36 PM

    thanks for the quick reply. What about existing forms? How can these all be transferred to be managed by the main account? Will that happen automatically once all existing accounts are identified as sub accounts of the main?

  • Profile Image
    Welvin
    Answered on March 12, 2015 at 01:10 PM

    No, you will have to manually move the forms from the sub-account to the main account. Please follow the instructions from the given thread in your original post.

    Thanks