Issues with logging on across multiple users

Experiencing issues with logging on with multiple users. Hoping for a solution.

thanks!

Hi Brodie,

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

Regarding the issue with logging on across multiple users, please note that in our standard plans (Starter, Bronze, Silver, Gold), only one login credential is allowed per Jotform account. If you need an account that supports multiple users, you might consider upgrading to Jotform Enterprise. Enterprise accounts accommodate everyone on your team while giving you full control and visibility into each team member's actions.

Alternatively, you can use our Form Collaboration feature, which allows multiple team members to work on the same form simultaneously. If sharing submission data is your goal, you can also share your submission tables with your team and collaborate effectively.

Give it a try and let me know if you need any other help.

Reach out again if you need any other help.

Hi Brodie,

Thanks for reaching out to Jotform Support. Standard plans (Starter, Bronze, Silver, Gold) are meant for one user only, so multiple logins aren’t supported. If your team needs separate logins and permissions, that’s available with Jotform Enterprise: How to Create a Jotform Enterprise Account.

If you don’t need full multi-user access, you can still collaborate by sharing your forms, Tables or Inbox with teammates.

You can reach out again if you need any other help.

we are just needing multiple users to be able to access and download the documents uploaded through the form

Hi BrodieAllbut,

If you need multiple users to be access and download the documents uploaded, then 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.

Hello,

Are we able to organise a Teams call to discuss a better solution for multiple users and an automated monthly report.

Thank you

Hi Ashley,

We don’t have phone support, but I’m right here to help, and we can sort this out together. As stated by my colleague, for multiple users accessing and downloading documents, sharing Jotform Tables with your team is an effective method. Additionally, can you clarify what kind of automated monthly report you're trying to set up? Are you looking to automatically generate a report of all submissions each month and have it emailed to your team or specific recipients?

Note that each submission received through the form is automatically stored in your Jotform Tables in real time. From there, you can generate reports based on the collected data. You can create visual reports using the Report Builder or export the data to PDF, Excel, or CSV formats. You can easily download your data from Jotform Tables as a CSV, Excel, or PDF file. Let me show you how:

1. On your My Tables page, hover over the form whose data you want to download, and click on View Table.
2. On the upper-right side of the page, click the on Download All button. 
3. Now, select Download as CSV, Excel, or PDF to download your data.

You can also check out our How to Download Form Submissions as Excel, CSV, or PDF guide for more information. Also, with Jotform Report Builder, you can easily generate visual reports that are based on your submission data. Let me show you how:

1. On your My Forms page, select the form that you want to create a report for.

2. Click on Reports at the top of the page, and then click on Add New Report.

3. Now, select Visual Report Builder, which will open Report Builder.

4. Enter a Report name and choose a Report Type.

5. Then, click on Create and that’s it. You’re done.

For the Extended and the Compact report types, Report Builder will automatically create a chart for each form field or widget on the form. We also have a guide about How to Create a Visual Report with Your Form Submissions that you can check out.

Give it a try and let us know if you need any help.