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

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

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.


  • Profile Image

    Can I offer multi-user access to specific forms from within my account?

    Asked by UEPWeb on June 15, 2015 at 03:19 PM

    Once per month I'd like someone else to be able to access the results of the form and download them as a CSV file, but have no other access than that. 

    Thanks!

     

  • Profile Image

    Answered by UEPWeb on June 15, 2015 at 03:52 PM

    Just found it.  Go to Account > Users to manage other users. 

    However I'd like to send a CSV file to that user once per month, can that be done?

  • Profile Image
    JotForm Support

    Answered by david on June 15, 2015 at 04:53 PM

    Hi,

    Just in case someone else comes across this thread, I'll go ahead and link the guide on how to share forms with sub-users:

    http://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User

    For the CSV file, there is not currently a way to automatically send this once per month, however, one can be generated while viewing your submissions at any time:

    http://www.jotform.com/help/73-How-to-Partially-Download-Form-Submissions-as-Excel-CSV-PDF

    You can download all or a portion of your submission data.

    If you have any further questions, let us know and we will be happy to help.