Looking to get more clarity on licensing

Hi,

Came across your product and want to get more information about user access etc..

Hi Chris,

Thanks for reaching out to Jotform Support. Just to confirm, are you looking to give access to other users to create and edit forms in your account? If yes, we do have a feature called Jotform Teams. This will allow you to create shared workspaces for teams within your organization. But keep in mind that this feature is only available on the Enterprise plan. If you're interested, you can fill out this form to contact our Enterprise Sales team. They will be glad to answer all your questions regarding all the features of our Enterprise plan.

If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

Let us know if you have any other questions.

Hi,

No I will be the one creating the form but I am looking to have it setup where my users can respond and in turn create a chain of possible responses.

So as an ex.

I create a form for a request available to all my staff, a staff member fills out the form and it goes to the first recipient who will approve it based on fields filled out. If the first recipient approves, it will go to another user who will look at necessary components and proceed from there.

So 1 person will use it but multiple people will be part of the form response depending on the flow.

Hi Chris,

We actually have several features that can help you to streamline your process even further. I've briefly noted them here for you to take a look at:

1. Create Your First Approval Flow

Let me walk you through the 3 ways to do it.

Using Form Builder page to create an Approval Flow:

• In Form Builder, click on the Downward Arrow icon next to Form Builder at the top left corner of the page, and click on Approvals.
• This will automatically create an approval flow for your form and you can start adding the elements you want to your Approval.

Using Settings page to create an Approval Flow:

• In Form Builder, click on Settings in the orange navigation bar at the top of the page. 
• On the left side of the page, click on Approvals. Then, click on Create an Approval Flow. 

Using My Approvals page to create an Approval Flow:

• On your My Approvals page, click on Create Approval at the top left corner of the page. 
• Choose the type of approval you want to use and then click on it to go to Approval Builder. 

2. Connect Elements to an Approval

• In Approvals, click on the Add Element menu on the left side of the page. 
• Click on an element to add it to your approval flow. 
• To connect them easily as an outcome of a decision, hover your mouse over the Approval Decision Email and click on the + button and drag and drop it onto your element.

3. Adding Logic Elements to Your Approvals

You can easily use these elements to eliminate or approve the submissions you receive to fasten the process. 

• In Approval Builder, click on Add Element + menu on the left side of the screen. 
• Then, under the Logic Elements tab, drag and drop the element you want to use between the other elements. 

4. Customize Approve or Deny Email

• Hover your mouse over the email you want to customize and then click on the Letter icon. 
• Under the Email tab, customize the email. Then, click on Save.

5. Send Reminder Emails to Approvers

You can easily enable Reminder Emails for approvers to remind them to take action. Here’s how to do it:

• In Approval Builder, click on one of your approver fields, and then click on the Gear icon to open Approve and Sign Properties.  
• Under the Advanced tab, toggle Send Reminder Emails option to the On position.

6. Requiring log in to approve submissions:

To make sure the person who takes action is from your organization, you can enable the Require Login to Approve option. Here’s how to do it:

• In Approval Builder, click on one of your approver fields, and then click on the Gear icon to open Approve and Sign Properties.  
• Under the General tab, scroll down and enable or disable the Require Login For Approver option. 

7. Easily Manage Approvals in Inbox

In Jotform Inbox, you can see the Approval Status of your submissions and easily Approve or Deny them. Here’s how to do it:

• In Approval Builder, click on the Downward Arrow icon at the top left corner of the page and select Inbox.
• In Inbox, choose a submission and then you can either Approve or Deny it.

You can also Filter the submissions by their Approval Status. Let me show you how:

• Click on Filter at the top of the submissions and choose Approval Status, then choose Equals, and then choose Approved for example.

Give it a try and let us know if you have any questions.

So is the free version available for business use based on what I described?

Hi Chris,

Based on your retirement, it seems that this can be achieved by Approval flow, as my colleague suggested. Please note that the approval feature is free and available under any pricing plan. You may check this page to learn more about the Jotform approvals.

Reach out again if you have any other questions

Not sure who Raja is but that doesn't answer my question. Are businesses allowed to use the free tier if it is all that is required?

Hi Chris,

Yes, the Starter (free) version of JotForm can be used for business purposes, including setting up approval workflows. To see the plan’s limitations and features, check our Pricing page.

Let us know if you have any other questions.