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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Migrate my Account as a Sub-account

    Asked by salucero on May 20, 2015 at 05:52 PM

    Hi,

    I'm looking for a way to migrate my account so that it may become a sub-account of my co-worker's account... is there a way to make this link?

     

    thanks,

    Steven

     

    sub account sub sub-account thanks my account
  • Profile Image
    JotForm Support

    Answered by jonathan on May 20, 2015 at 07:19 PM

    Hi Steven,

    Please refer to the user guide: -How-to-Share-Forms-with-a-Sub-Account-User

    What needed to be done is, your co-worker should just add your account(email) as a sub-account on their account. You will then become a sub-user of your co-worker's

     

    Hope this help. Let us know if this did not work for you.

    Thanks.

     

  • Profile Image

    Answered by salucero on May 20, 2015 at 07:25 PM

    What if we're in a scenario where I've designed my form under my acct (and linked it to all of my services), and we're just wanting to link it to her paid account (as she is the account manager with the accounting obligation).  

     

     

  • Profile Image
    JotForm Support

    Answered by jonathan on May 20, 2015 at 08:35 PM

    The question also is, who is the 'owner' of the form?

    From what I get so far, you must have designed the form for 'her'.. but you could be working for 'her' (its like an employer to employee setup). If this is the case 'she' could still be the rightful owner of the form.. so the form should belong to 'her' account.

    You can transfer the form to 'her' account, and then you will still be a sub-user of her account. You will be given the privilege/rights to manage the form then as a sub-user.

    --

    If the scenario above is not applicable, you can also grant 'her' rights to your form. That is let 'her' have a copy of your form on 'her' account. And then the same setup -- you are a sub-user and you will be granted access to the form on 'her' account.

    Let us know how this goes.

    Thanks.