Sharing Top Level Access to a Form

At my work, we have an agency account, which I am a user on. I recently built out a form and workflow and once it was demo'd and approved, transferred ownership to our institutional account. I still have general access, can edit things and see the full inbox, but I have lost some of my functionality, such as being able to intervene with (reasssign or reset workflows) active workflows. We want to keep the ownership with the institutional account, as it is what grants us access to features the workflow is using, but is there a way for that account to grant my user full access, as I had when it was owned by my user account?

Hi Chris,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Regarding your question, currently, workflows cannot be transferred between Jotform accounts, only forms can be moved. Since you want to keep ownership with the institutional account but retain full access like before, the best approach is to share the form with your user account and assign appropriate permissions.

Here’s how to do it in Jotform Enterprise:

1. Select your avatar in the upper-right corner, then go to Settings.
2. Go to Sharing on the left, then select Share with Another User.
3. Enter your user email and select the forms to share.
4. Set permissions such as Edit Form and View Submissions to allow full access.
5. Click Create to send the invitation.

This way, you keep ownership with the institutional account but retain full editing and workflow intervention capabilities through shared access.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

Hi Chris,

Can you share to us the email address or username of the account you're referring to, so we can take a look at it? Note that once a form is transferred to another account, the original owner’s full administrative permissions no longer apply. While you can still edit the form and view submissions, advanced workflow actions like reassigning or resetting approvals are restricted to the form owner.

To restore those permissions, the institutional account can add you as a form collaborator and grant access through the Share Settings in Jotform Tables. Sharing the Collaboration link with your teammates or colleagues is really easy. Let me show you how:

1. On the top-right side of the Form Builder page, click on Add Collaborators.
2. In the window that pops up, click on Copy Link and then just share that link with your teammates.

Also, you can easily share your Jotform Tables with others using the Share button. Let me show you how:

1. On your Jotform Submissions Table, click on the Share button on the top-right side of the page.

2. Click on Share Settings and set your Table’s privacy options.

3. Now, click on Go Back in the top-right corner of the panel and use the Generated Link or the Invite by Email feature to invite people.

You can easily revoke the invites you’ve sent to others. Let me walk you through it:

1. While in Tables, click on the Share button to open Share Table.

2. Now, click on the avatars/icons of the people you invited next to the Shared with section.

3. Select the users that you want to revoke the access to by checking the boxes on the left, and click on Revoke.

4. Then, click on the Yes, Delete button. That’s it, you’re done.

Reach out again if you have any other questions.