Users

What are users?
A User is anyone that is accessing the Formitize solution at any time in any way. Some Users will only use the secure web-based Management Portal, others wi...
Thu, 21 Apr, 2022 at 4:43 PM
How do I add new Users?
New Users can be added, edited and made Inactive via the Users menu To add new Users via the Management Portal,  Select Users from the top menu bar. ...
Thu, 21 Apr, 2022 at 4:54 PM
How do I edit or remove users?
Users can be added, edited and made inactive (removed) via the Users menu. To edit a User from the Management Portal   Select Users from the top menu bar...
Thu, 21 Apr, 2022 at 4:57 PM
What are the different User Types?
There are 3 User types: Administrator - has full account authority Portal User - has access to both the App and the Management Portal. The Administrat...
Thu, 21 Apr, 2022 at 4:49 PM
What are user permissions?
User permissions allow you to control what different users can access within the Management Portal and the App. To edit a Users Permissions from the Managem...
Thu, 28 Apr, 2022 at 12:31 PM
What are User Groups?
User groups enable you to segment your users into different categories. You can create different User Groups and then assign individual Users to one or more...
Thu, 21 Apr, 2022 at 4:58 PM
What is Main user group?
Every User needs to be assigned to at least 1 group, for this reason Formitize has created you a default group called "Main" If you have not creat...
Thu, 21 Apr, 2022 at 4:59 PM
Do I need to have User Groups?
Each User needs to be allocated to at least 1 user group, and this can be the default Group "Main", there is no need to create more groups if you ...
Wed, 4 May, 2022 at 10:35 AM
How do I add a New User Group?
You can create new groups in the Management Portal,    Select Users from the top menu bar. Select Groups from the drop-down. Click the +New Group button...
Thu, 28 Apr, 2022 at 11:47 AM
How do I edit or delete a User Group?
To edit a group in your Management Portal,    Select Users from the top menu bar. Select Groups from the drop-down. click edit on the group you would li...
Thu, 21 Apr, 2022 at 5:03 PM