How to Share Forms With Other Users on Enterprise Server

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

Sharing Access to Individual Forms

To share select or individual forms in Jotform Enterprise

1. Click on your avatar in the upper-right corner, then select Settings.

2. Next, choose Sharing on the left, then click on Share with Another User.

3. Enter the email address of the user you would like to share forms with, then choose Select from my forms.

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

4. Select the permissions in the table, for 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.
5. Finally, click on Create at the bottom.

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

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.

To quickly share folders in Jotform Enterprise

1. Go to My Forms and open the folder’s menu in the My Forms section on the left.
2. Choose Share Folder from the menu.

3. Next, enter the email address of the user you would like to share forms with.
4. Update the permissions in the table 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.
5. Finally, click Create at the bottom.

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.

To transfer forms and data

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.

4. Finally, click Confirm to transfer the form ownership.