How do sub-accounts work?

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    Asked on August 04, 2015 at 02:54 PM

    I need to know the function and limitation of sub-accounts. Not much info available in users guide or FAQs.

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    Answered on August 04, 2015 at 03:30 PM

    I see that you're interested in understanding how sub-accounts work.

    The guide we have here explains the majority of it and how to set it up.

    Sub-Accounts are mainly for sharing forms with little effort. It simplifies the use and collaboration of forms + form editing + form data across multiple accounts depending on your account type which has a set limit of users that it can be shared with.

    An example of this would be if you were the Boss of an Insurance Company and you wanted to keep the data all in your account. Now say you had a few employees that you wanted to allow to use and access the form data. You could then make them sub-users and they would be able to access it. You could also limit them to only viewing or they could also be allowed to edit it.

    If there's anything else though that you still don't understand just ask us and we'll gladly clarify.

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    Answered on August 04, 2015 at 05:01 PM

    So the article you referenced says "Your sub-user can even create a form directly into your main account." However it doesn't describe how. Can you elaborate please?

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    Answered on August 04, 2015 at 07:40 PM

    In order for the sub-user to create a form in your main account, he will need to click on his shared folder and then click on Create Form button, see animated image example below:

    Let us know if you need more help, we will be glad to assist you.