Admin Console

As an Admin, you can add and create users in your Server. Each added user takes up one of your available user “seats” or “licenses” and will have different permissions based on their user type. Types of Users When you create a user...

As an admin, you can edit existing user profiles in the Admin Console to update their names, email addresses, and other personal information. You can also change their User Type from here, as needed. Updating Users In the Admin Console,...

Your Enterprise Server contains important information — as an Admin, you can set up Two-Factor Authentication (2FA) to help keep that information safe. This additional level of protection can be managed in the Security section of the Admin...

For administrative or security reasons, it may be necessary to remove a user from your organization. As an Admin, you can delete users from the server. This is a permanent action and cannot be undone. Deleting Individual Users In the...

Locking User Accounts As an Admin, you can lock your user's accounts from within the Admin Console. This can be done one of two ways—by either from your User Management screen or within a specific user’s profile. We’ll go through both...

Unlocking User Accounts As an Admin, you can unlock your user's accounts from within the Admin Console. This can be done one of two ways—by either from your User Management screen or within a specific user’s profile. We’ll go through...

As an admin, you can view a detailed history of any user’s actions using the activity logs located in your Admin Console. These detailed logs can help you track changes to your assets and maintain accountability across your organization....

As an Admin, you can log users out of all active sessions in your organization directly from the Admin Console. This can help ensure account security or quickly end a user’s current session when needed. Logging Users Out Individually You...

As an Admin, you can access and review owned assets of your users within your organization directly from the Admin Console. This guide explains how to locate and view assets associated with your users. Accessing Owned Assets of Your Users...

As an Admin, you can use the Admin Console to see which assets are assigned to each user and manage those assignments as needed. Viewing and Managing Assigned Assets You can view and manage your organization's assigned assets-from two...

As an Admin, you can use the Admin Console to view and manage all assets that have been shared with specific users in your organization.  Viewing and Managing Shared Assets You can view and manage your organization’s shared assets  in...

As an Admin, you can also unassign assets from users in your organization directly from the Admin Console. This can be useful whenever an employee no longer needs access to a particular asset. Unassigning Assets of Users You can unassign...

As an Admin, you can revoke a user’s access to assets in your organization from within the Admin Console. This can be useful whenever an employee no longer needs access to a particular asset. Revoking Users Access to Assets Removing a...

As an Admin, you can view the teams each user belongs to within your organization directly from the Admin Console. This allows you to easily identify which teams users are part of and manage collaboration across your organization. Viewing User...

As an Admin, you can reset passwords for users in your organization directly from the Admin Console. This can help when a user forgets their password or is unable to access their account. Resetting User Passwords Individually You can reset...

What is a Guest User? A Guest User is an external (and unlicensed) user who’s been granted access to your forms to submit, view, or edit their own responses.  Guest User Permissions The actions these users can take, depend on the...

What is a Guest User?  A Guest User is an external (and unlicensed) user who’s been granted access to your forms to submit, view, or edit their own responses.  Deleting Individual Guest Accounts from the User Management Page As an...

What is a Guest User?  A Guest User is an external (and unlicensed) user who’s been granted access to your forms to submit, view, or edit their own responses.  Locking Guest Accounts As an admin, you can lock the guest accounts in...

Unlocking Guest Accounts If a guest account has been locked, you can unlock it from within the Admin Console. Unlocking Guest Accounts from the User Management Page Starting in the Admin Console, click on Users in the menu on the left...

What is a Guest User?  A Guest User is an external (and unlicensed) user who’s been granted access to your forms to submit, view, or edit their own responses.  Logging Guest Accounts out of Your Organization As an Admin, you can...

What is a Brand Kit A Brand Kit gives you a smarter, scalable way to keep every form and workspace visually consistent. Instead of manually adding logos and colors to each form, you can centralize all your brand assets and have them...

What is a Brand Kit A Brand Kit helps your organization maintain a unified, professional appearance across your Enterprise environment. By storing your logos, colors, and media in one place, you can apply your branding consistently and help...

Once your Brand Kit is set up, it will control the appearance of your Enterprise environment.. Wherever you customize colors, logos, or visual components in your Enterprise environment, you’ll see Brand Kit–based suggestions that will help you...

What is a Guest User?  A Guest User is an external (and unlicensed) user who’s been granted access to your forms to submit, view, or edit their own responses.  Accessing Guest Account’s Assigned Assets As an admin, you can manage...

What is a Guest User? A Guest User is an external (and unlicensed) user who’s been granted access to your forms to submit, view, or edit their own responses.  Revoking Access of Assets from Guest Accounts As an admin, you can...

Overview As an Admin, not only can you create and update Teams in the Admin Console, but you can also manage members of each Team from there. Managing Team Members Roles Within the Team, there are four roles. Server Admins can only...

Overview As an Admin, you can also set limits on what Teams can and can’t do and apply those settings to all Teams on your Server. Controlling Organization-Wide Team Settings Whenever Team settings are set at the Organization level...

Overview Your Enterprise Server contains important information — as an Admin, you can set up Two-Factor Authentication (2FA) to help keep that information safe. This additional level of protection can be managed in the Security section of...

Overview One of the perks you have is Single Sign On for your organization. Before this can be turned on, make sure to reach out to your Sales Associate. Once SSO is Enabled, Two-Factor Authentication can’t be set up within your organization...

Overview As an Admin, you can restrict access to your server based on an IP address. If needed, later on, you can also remove IP addresses from the list of restrictions. However, only IP Addresses listed as “Trusted Networks” will be able...

Accessing Support from your Admin Console As an Admin, you can create and manage Support tickets for your organization from within the Admin Console. You can also schedule Zoom calls with CSMs and allow users to create Support Tickets and...

As an admin, you can view your organization’s integration logs from the Admin Console to monitor and track all integration-related activities. Integration logs provide detailed information about connected services, data transfer events, and any...

As an Admin, you can view and manage all integrations connected to assets within your organization directly from the Admin Console. This allows you to monitor which Integrations are in use, manage access, and ensure data connections remain secure...

As an admin, you can manage which integrations are visible or hidden for your organization directly from the Admin Console. This helps control which tools your users can connect to and ensures compliance with internal policies or security...

Overview As an Admin, you can configure and manage Support Ticket settings for your organization directly from the Admin Console. This guide will walk you through adjusting these settings to control how users interact with Support Tickets....

Do you want to make sure an email got sent successfully? Do you have a user who isn’t sure where their email was sent? Well, as an admin, you can find all of this information in the Email Logs section of the Admin Console. Email Related Logs...

Overview All sender emails used organization-wide, within team assets, or added personally can be found in the Emails section of the Admin Console. As an admin, you can also allow or prevent users from adding new sender emails from the Emails...

As as admin, you can customize the sender email address for notification emails, autoresponders, and more in the Admin Console. To do this, you’ll need to set up a Simple Mail Transfer Protocol (SMTP), and then add the associated email address....

Overview As an admin, you can manage organization-wide email settings, such as the Default Sender Email, system emails, and adding new sender emails, in the Admin Console. Default Sender Email This email is the default for all emails...

Overview In your organization, it is possible to enable a variety of Payment Integrations for use on different assets. As an Admin, you can configure which integrations are visible or hidden and control their availability within the Asset...

Overview All non-email activity on your server is recorded and can be accessed in the Activity Log in the Admin Console. Here, as an admin, you can see who logged in and when, who updated a form, or who purged a submission, along with the...

As an admin, you can find all submissions related to an email address, username, or a keyword in the Admin Console by creating a submission search result. Then, you can view, repeat, or delete the search result as needed. These search results...

Managing an organization isn’t an easy task. Between forms, submissions, users, security, and countless other moving parts, you need a single place to keep everything under control. That’s where the Admin Console comes in. The Admin...

Overview As an Admin, a summary of server level activities can be viewed from the Admin Console Homepage. From the summary, you can drill into each activity to review what actions were taken. Highlighted Activities In this section of...

Exciting news, whitepapers, features, and release notes from the last three months are now stored in chronological order under Release Notes/Announcements on the Admin Console Landing page. Resources:  The Admin Console landing page holds...

Overview As an Admin, you can view your server’s assets directly in the Admin Console. Assets In the Admin Console, you can view all of the following assets, regardless of who created them or if they’re in a Team:...

Overview As an Admin, you can view and manage all forms on your server, regardless of who created them. Viewing and Managing Options Each form has individual options: View Analytics: View a summary for all of the data for the...

Overview A variety of widgets are available for use on your forms. As an Admin, you can show or hide specific widgets, or remove the ability for users to add widgets altogether. This is a server-wide setting, so it will apply to all forms...

As an admin, you can create, customize, and manage a unified form theme for your entire organization. This helps ensure visual consistency across all forms your users build. Follow the steps below to set up and control the organization form...

Overview A variety of app templates are available for use with your server, including the Store app, as well as the option to build your own custom apps. As an admin, you can manage these server-wide in the Admin Console. Viewing and...

Overview As an Admin, you can also enable, disable, or delete apps from the Admin Console. While deleting the app removes all of the related submission information and assets, disabling the app prevents it from being used while also keeping...

Overview As an Admin, you can view and manage all of your Sign Document forms from the Admin Console, as well as viewing analytics, and submissions. Viewing and Managing Options View Sign Document: See a preview of the Sign...

Overview If your server utilizes AI Agents, you can view and manage all of them in the Admin Console. Viewing and Managing Options In this guide, we’ll go over the first three options for AI Agents. For disabling/enabling and...

As an Admin, you can also enable, disable, ordelete AI Agents from the Admin Console. While deleting the Agent removes all of the related information, disabling the Agent prevents it from being used while also keeping all related information...

As an Admin, maintaining a high-level view of organizational efficiency is critical. The Admin Console provides a centralized hub to monitor, modify, and analyze every workflow within your organization—regardless of the original creator. This...

Overview As an Admin, you can disable, enable, or delete workflows from the Admin Console. Process Disabling a Workflow In the Admin Console, click on Assets from the left-hand side menu. Next, click on...

Overview Want to white-label the Enterprise app? We’ll create a custom app for your organization! As an admin, you can request this in the Admin Console for your organization. Custom Jotform Enterprise App Requirements Apple...

Overview As an Admin, you can view all data related to your assets in the Admin Console. Analytics In the Admin Console, you can view data on all the assets below: Forms Signs Apps Workflows AI Agents Data in the...

Overview The Admin Console provides access to detailed data and analytics on your Forms. As an admin, you can track both Performance and Submissions through dedicated tabs. Each section gives you specific metrics and visualizations to help...

Overview The Admin Console provides access to detailed data and analytics on your Sign Documents. As an admin, you can track both Documents and Signers through dedicated tabs.  The Admin Console is home to a lot of information including...

Overview: The Admin Console provides access to detailed data and analytics on your Apps. As an admin, you can track both Performance and Traffic through dedicated tabs. Each section gives you specific metrics and visualizations to help monitor...

Overview The Admin Console gives you detailed insights into your workflows. As an admin, you can track all workflows to monitor usage across your organization. Workflow Analytics Data in the Analytics tab updates every 5 minutes....

Overview The Admin Console is home to a lot of information including data and data analytics on your AI Agents. Here, you can view information on the Performance and Conversations, among other things. AI Agents Analytics Data in the...

Overview Want your organization’s server to match your branding? Great news! In the Admin Console, you can customize your login page, error page, Workspace page, and even the Favicon! Customization Settings Let’s walk through the...

AI template creation allows you to generate a new form using AI prompts and then publish it as an organizational template. A server admin needs to enable this in the Admin Console first. Enabling AI Template Creation In the Admin Console,...

Overview Within the Admin Console, managing AI Agents is straightforward. As an admin, you decide whether users can create them or keep that option turned off. This keeps things flexible letting users build agents when it makes sense or...

Overview Within the Admin Console, admins can enable Phone Agent creation for their users. Once enabled, everyone in the organization can create AI-powered agents that customers can reach by phone and speak with directly, offering a direct and...

Overview With Enterprise Admin Console, you can easily enable SMS Agent creation, so your users can build AI-powered assistants that send text messages, answer customer queries, and provide hands-free support through SMS. This allows customers...

Overview Within the Admin Console, you can add phone numbers that users can assign to their Phone and SMS Agents. This makes it possible for agents to handle calls and send texts, giving your team dependable ways to stay connected with the...

Overview AI Voice Agent helps you take customer interactions to the next level by managing web-based calls alongside chat conversations. It’s useful for teams that want to provide faster, more personalized support, keeping every...

Overview Within the Admin Console, admins can easily enable Messenger Agent creation, so users in their organization can build AI-powered assistants that interact with customers directly on Facebook Messenger. These agents can send messages,...

Overview Within the Admin Console, admins can enable WhatsApp Agent creation, giving their teams access to AI-powered agents that interact directly on WhatsApp. This allows users to build agents that provide seamless, real-time support and...

Overview Within the Admin Console, admins can enable Presentation Agent creation for users in their organization, giving their teams access to AI-powered agents that turn static slides into dynamic, voice-guided presentations. Users can create...

Overview Within the Admin Console, admins can easily enable Gmail Agent, so users in their organization can create AI-powered assistants that simplify email management. These agents can draft replies, organize the inbox with smart labels, and...

Overview Within the Admin Console, admins can easily enable Shopify Agent creation, so users in their organization can build AI-powered assistants for their Shopify stores. These agents can answer customer questions, track orders, recommend...

Overview Within the Admin Console, admins can easily enable Instagram Agent, so users in their organization can create AI-powered assistants that handle Instagram DMs, story replies, mentions, and comments automatically. This helps boost...

Use the AI Salesforce Agent to capture leads, create or update records, automate case management, and deliver personalized support — all without writing code. It elevates your customer support operations, acting like a dedicated Salesforce...