If you work with a number of people in various areas of your business, then it is important to have individual accounts for each user, not only because it makes it easier to be able to track who is doing what within your business' Formitize account, but it also allows the Formitize Support teams to be able to communicate with affected users, and more efficiently troubleshoot any problems, and assist with queries.
To further assist with allocating what Users can and cannot access, you can edit the permissions in each user account, or create / edit User Groups to apply or remove general permissions for a number of users.
Below is a list of articles that expand on Users, User Groups, and options regarding them:
- What are Users?
- What are the different User types?
- How do I change the Super Administrator?
- How do I add or create a new User?
- How do I edit or remove Users?
- How do I reinstate / reactivate a User?
- How do I search for a specific User?
- How do I update User details and change the password?
- How do I edit a profile picture?
- How do I set up 2 Factor Authentication?
- What are User Groups?
- What are User permissions?
- What is a Main User Group?
- How do I add a new User Group?
- How do I edit or delete a User Group?
- How do I remove a User from a User Group?
- What information can I see when viewing the Users list?
- How can I create Custom User Variables?
- How do I add User information to a form automatically?
- Can different Users see different Resources?
- Why can I see deleted Users in the Scheduler?
- How do I restrict what the App User can see?
- How can I see which User has changed or accessed something in the account?
- How do I change the order of Users in Jobs?