How does Sub-Accounts and Sub Users work on JotForm

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    caretravel
    Asked on August 14, 2015 at 06:59 PM
    Can you explain or send me more information about "sub users" and how those work? Does this mean I can have several of my agents use the same form but have thiers sent to their own emails instead of a master account (in this case my email).
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    Boris
    Answered on August 14, 2015 at 08:51 PM

    A sub account user basically uses your forms - the forms of the main account. Sub users can be allowed to edit your forms, edit submissions to your forms, or do both. You can also set up these permissions for sub users per form, or for all your forms at once.

    This makes it easy for companies to allow multiple users the responsibility of editing / updating their forms, or to view/edit/delete their submissions through. You can see more in our guide on How to Share Forms with a Sub Account User.

    All submissions will set email notifications to emails that are set up on the form, regardless of the sub-users that you have set up. It only means that your sub users can help you with editing the forms, and processing your submissions.

    Please let us know if you need any other clarifications or assistance, and we will be happy to help.

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    newschool
    Answered on March 17, 2017 at 04:45 PM

    Hi, when it comes to creating new forms, can a sub user do that? We have run into a 5 form limit for sub users.

    We have worked out that a sub user can reassign ownership of a form back to the main account, but the folder tagging does not seem to stick.

    How should this work, what is the best way to proceed?

    The New School - Chris B

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    Mike
    Answered on March 17, 2017 at 08:40 PM

    @Newschool,

    The sub user should navigate first to the shared folder, and then crate a form. In this case the form will be created under the shared folder and owned by main account.

    You are right, the forms owned by sub user can be transferred by dragging and dropping them from 'My Forms' to the folder under the 'Shared with you' section. Alternatively, we can do the transfer on our end per request.