Admin Console

Managing forms effectively is essential to keeping your organization organized and up to date. Through the Admin Console, you can move forms to the trash when they are no longer needed, helping reduce clutter and ensure that only relevant forms...

Workflows can be archived or unarchived one by one or in bulk, giving admins simple control over which workflows are active and visible. Archiving helps keep your workspace organized by hiding workflows that are not currently in use, without...

Learn how to efficiently manage workflows in your organization using the Admin Console. This guide explains how admins can move workflows to the trash, restore previously deleted workflows, and keep workflow management organized while ensuring...

Agents can be archived or unarchived one by one or in bulk, giving admins simple control over which agents are active and visible. Archiving helps keep your workspace clean by hiding agents that are not currently in use, without deleting them....

Agents can be trashed or restored individually or in bulk, giving admins full control over their availability across the organization. By removing Agents that are no longer needed or restoring them when necessary, you can keep your workspace...

Archiving and unarchiving apps in your organization gives admins flexible control over which tools are active or temporarily hidden. By archiving apps that are no longer in use, you can declutter your workspace and reduce distractions, while...

Apps can be trashed or restored individually or in bulk, giving admins full control over their availability across the organization. By removing apps that are no longer needed or restoring them when necessary, you can keep your workspace...

Archiving forms is a great way to keep your organization organized without permanently deleting important assets. Through the Admin Console, you can archive forms that are not actively in use, keeping them out of your main forms view while...

Forms can be enabled or disabled individually or in bulk, giving admins full control over their availability across the organization. By enabling or disabling forms as needed, you can ensure that only relevant and approved forms remain active,...

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...

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 organization 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 Console,...

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...

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 ...

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...

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...

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...

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...

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...

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...

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 in your...

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...

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. Accessing Email...

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...

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:...

The Admin Console provides a centralized view of all forms within your organization. From this page, you can review key details such as Form Name, Status, Submission Count, Last Edit Date, Date Created, Owner, Share Type, and e-Signature status....

As an Admin, you have global control over the Form Builder. You can curate a list of approved widgets for your organization or disable the functionality entirely to ensure data compliance and a standardized form structure across your organization....

As an Admin, you can manage the Form Fields available to your organization to ensure data consistency and security. Use these settings to hide specific inputs—such as File Uploads or signatures—to standardize how your organization collects...

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...

Your organization’s server supports a wide range of app templates, including ready-to-use options like the Store app, as well as fully customizable apps tailored to your needs. As an admin, you have full control over these applications...

Apps can be enabled or disabled either one by one or in bulk, giving admins complete control over their availability across the organization. By adjusting app status as needed, you can ensure that only relevant and approved apps are available to...

The Admin Console makes it simple to check and manage your organization’s sign document usage. You can quickly see how documents are being used, monitor overall activity, and keep track of limits to avoid unexpected overages. With clear insights...

This guide explains how to view and manage AI Agent usage within your organization through the Admin Console. You’ll learn how to monitor overall activity, track individual Agent performance, review usage metrics, and identify trends to ensure...

As an Admin, you can also enable and disable AI Agents from the Admin Console. Disabling the Agent prevents it from being used while also keeping all related information stored on your server. Disabling an Agent In the Admin Console,...

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

As an admin, you can enable or disable workflows individually or in bulk, giving you full control over their availability across the organization. By adjusting the workflow status as needed, you can ensure that only relevant and approved workflows...

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...

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 monitor form...

The Admin Console provides access to detailed data and analytics for your Sign Documents. As an admin, you can track both documents and signers through dedicated tabs, allowing you to view key information and monitor activity. Data in the...

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 app usage and...

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. Workflow...

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 Let’s walk through how...

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...

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...