With Jotform Enterprise, only the organization’s admin can transfer a form to another user’s account. When this happens, the entire form and all its submissions move to the new owner. This is a helpful way to stay organized if someone changes roles, leaves the team, or if you just need to reassign ownership.
Changing ownership of the form only takes a second—here’s what to do:
- On your Workspace page, click on your Avatar/Profile picture in the top-right corner of the page.
- Then, in the menu that comes up, click on Admin Console.
- Now, in the menu on the left, click on Assets.
- Then, click on Forms.
- Next, tick the checkbox next to the form that you want to change the ownership. For example, Information Request Form.
- Then, on the top-right side of the screen, click on Change Owner.
Pro Tip
You can select as many forms as you want to transfer ownership of in one go. This makes it easy to reassign multiple forms at once.
- Now, in the Change Owner window that opens, click on the Dropdown menu and select the user you want to transfer ownership to, for example, Emily Johnson.
- Then, click on Change at the bottom-right corner of the window, and you’re all set.
And that’s it! The form ownership has been successfully transferred to the selected user.
Note
Once ownership is transferred, the original owner will lose direct access to the form and its data. Only an admin on your organization’s server can transfer ownership back to them.
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