Changing Form Ownership
In some organizations, the forms are designed by dedicated developers and may be required to be used by other employees. In such scenarios, developers can create a form, configure the settings and once the form is ready, they can transfer the entire ownership to the intended user. The form owner or the super admin can transfer the form ownership from one user to another.
- In the home page, hover over the horizontal ellipsis of the desired form as shown.
- Click Change Ownership as shown below.
- In the Change ownership to drop-down, select a user in your organization to be the new owner of the form.
- Click Change.
Note: You cannot transfer the form ownership to a collaborator who you have shared your form with in private. You must remove the collaborator permission and then transfer the ownership of the form to the user.Zoho CRM Training Programs
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