How to Create a New User or Admin in Jotform Enterprise

With Jotform Enterprise, it’s easy to manage who can access your workspace. You can add users, assign roles, and set the right permissions to keep everything secure and running smoothly. Admins can invite team members directly or share an invite link—it only takes a few steps to get your team up and running.

Inviting New Users or Admins by Email

You can add new team members to your Jotform Enterprise Server by sending them an email invitation. Once invited, users can set up their accounts and access the platform based on the role you assign—either as a regular user or an admin. You can do it in a few simple steps:

1. On your My Workspace page, click on your Avatar/Profile picture on the top-right side of the screen.
2. Then, in the menu that comes up, click on Admin Console.

3. Now, click on the Users in the menu on the left to open the Users Dashboard.
4. Then, click on Add Users on the top-right side of the screen.

5. Now, in the Add New User window that opens, under the Invite by Email tab, fill in these details:
   • Full Name — The user’s first and last name.
   • Email —The email address where the invitation will be sent.
   • Title — The user’s job title or role within your organization (optional).
   • User Type — Select whether the user will be a User or an Admin.
6. Then, click on Add New User, and you’re all set.

That’s it! The invited user will receive an email invitation to join your Jotform Enterprise workspace. They’ll need to click the Sign-Up button in the email, which will redirect them to the Sign-Up page to complete their account setup.

Inviting New Users by Link

You can generate an invitation link to let others join your Jotform Enterprise workspace. Anyone who signs up through the link will be added as a User by default. This is how it’s done:

1. On your My Workspace page, click on your Avatar/Profile picture on the top-right side of the screen.
2. Then, in the menu that comes up, click on Admin Console.

3. Now, click on the Users in the menu on the left to open the Users Dashboard.
4. Then, click on Add Users in the top-right side of the screen.

5. Now, in the Add New User window that opens, under the Invite by Link tab, click on Copy Link and share the link to the users you want to be invited to your Enterprise Server Workspace, and you’re good to go.

Once users sign up through the link, they’ll be added to your workspace automatically as standard Users. You can update their role anytime from the Admin Console if needed.