How to Share Forms With Other Users on Enterprise Server

March 1, 2023

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.
Steps to access Settings in Jotform Enterprise
  1. Next, choose Sharing on the left, then click on Share with Another User.
Highlights to access the Share with Another User button
  1. Enter the email address of the user you would like to share forms with, then choose Select from my forms.
Highlights to the Email field and Select from my forms option

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

  1. 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.
  2. Finally, click on Create at the bottom.
Highlights to the form permissions and the Create button on the Share Forms and Folders page

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

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

Tip

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

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.
Steps to access the Share Folder option in My Forms Enterprise
  1. Next, enter the email address of the user you would like to share forms with.
  2. 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.
  3. Finally, click Create at the bottom.
Highlights to share a folder on the Share Forms and Folders page

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.
Dragging select Forms to transfer in My Forms Enterprise
  1. Finally, click Confirm to transfer the form ownership.
An arrow pointing to the Confirm button in Change Form Ownership dialog box
END OF YEAR SALE
Save 50%
ON ANNUAL JOTFORM PLANS
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Comments:

  • John Bello - Profile picture