How to Share Forms With Other Users on Enterprise Server

November 9, 2022

Jotform Enterprise allows you to share forms with other users on your dedicated server. This guide highlights how you can share access to your forms and submissions in Jotform Enterprise.

Sharing Access to Individual Forms

Here’s how you can share select or individual forms in Jotform Enterprise:

  1. Click on your avatar then select Settings.
enterprise-my-forms-settings-min.png
  1. Go to the Sharing tab then click Share with Another User.
enterprise-my-account-share-with-another-user-min.png
  1. Enter the email address of the user you would like to share forms with then choose Select from my forms.
enterprise-my-account-share-select-from-forms-min.png

You can choose to share all your forms by selecting the first option.

  1. Enable the permissions on the forms you would like to share:
    • View Submissions — Allow the user to review and edit the form’s submissions.
    • Edit Form — Provide access to the form builder where the user can edit the form and its settings.
  2. Finally, click Create.
enterprise-my-account-share-select-from-forms-create-min.png

The recipient user will then receive an invitation email to manage your forms.

Protip

The receiver or recipient user can access your shared forms in the Share With Me section of their dashboard.

enterprise-my-forms-shared-with-me-min-png

Sharing Access to a Folder

If you prefer to keep forms organized in a folder structure, you might find it useful to share access to some folders with the other users on your Enterprise server.

Here’s how to quickly share folders in Jotform Enterprise:

  1. Go to My Forms and open the folder’s menu.
  2. Choose Share Folder.
enterprise-my-forms-share-folder-min.png
  1. Next, enter the email address of the user you would like to share forms with.
  2. Update the permissions at your discretion:
    • View Submissions — Allow the user to review and edit the form’s submissions.
    • Edit Form — Provide access to the form builder where the user can edit the form and its settings.
  3. Finally, click Create.
enterprise-my-account-share-folder-create-min.png

The recipient user will then receive an invitation email to manage your forms.

Transferring Forms and Data to Another Account

Jotform Enterprise users can transfer the ownership of their forms to another user on their server.

Here’s how:

  1. Have the receiver or target user set up and share a folder with you — an empty folder will do. For more information, see Sharing Access to a Folder.
  2. Once that’s done, go to your My Forms dashboard.
  3. Select the forms and drag them to the target user in the Share With Me section.
enterprise-my-forms-drag-transfer-forms-min.png
  1. Finally, click Confirm to transfer the form ownership.
enterprise-my-forms-confirm-transfer-ownership-min.png
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