How do I add a new user to my account?

  • dmoon
    Asked on November 8, 2016 at 3:17 PM

    The person that originally set JotForms up for our area has left and I am now the "administrator". I need to set up a new person as a user under a certain tag, specifically Curriculum as you will see on the screen shot. Can you please tell me how to give this person their own username and password?

     

    Thanks.

    Jotform Thread 985469 Screenshot
  • Support_Management Jotform Support
    Replied on November 8, 2016 at 8:35 PM

    The first and most important thing you need to do is to ensure you have access to the right account. Based on your screenshot, the main account holder should be coehs_cbt.

    Adding subusers is something the main account owner should do. If your aim is to add someone else as a subuser for this account, you need to have access to the coehs_cbt account directly. Keep in mind that this is something that you need to handle internally:

    1. Either by coordinating with the previous admin for him to share his credentials with you

    2. Or reset the password yourself if you have access to the registered email used for this account

    Afterwards, once you have access to the coehs_cbt account, the next course of action is to add your subuser.

    Related guide: How-to-share-forms-with-a-sub-account-user 

    Please note that the subuser you will add should have a JotForm account but it won't matter which plan he has.

    In case you'd need more help, don't hesitate to let us know.