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Sub-user account permissionsAsked by chamberss on April 22, 2015 at 11:42 AM
Our HR department is wanting to start using Jotform for a staff survey. We need to be able to hide these submissions from our other sub-users. I see how to assign security permissions, however this seems a little "clunky". Ideally, I would like to be able to exclude a particular form from the sub-account users. So, basically instead of selecting which forms a user can see, I want to set which forms a user cannot see.
As it stands now, I am assigning rights to each form. So if one of the sub-users creates a new form, will they automatically have rights to that new form or would I have to go and assign rights for every new form that is created?
Have you check this guide regarding sub account users: http://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User?
By default, not all of the forms of the main user is shared to sub account users, you can share specific forms by manually adding the sub account users in the list.
However, the sub account users can create their own forms, just have in mind that sub account users are just regular accounts where you can share a folder to. They can purchase their own subscription plan, create folders, share it to other users, etc...
But, if a user created a form inside the folder where the main user is the owner, the owner can change the permission to not allow viewing of the submissions on that form.
Here's an example:
1. Assuming my subuser1 creates a form titled "Sub Account Form" under the folder shared my main user (me).
2. In my Account settings under Users, you will see that he created the form under the main folder, you can then change the permission to not view the submissions of that form.
3. Here's the account of user1, you'll see that he created a form titled "Sub Account Form" under the folder named "Charlie", but he is unable to see the submissions of it because we change its permission earlier.
I hope this helps.