FAQ's
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 Web Portal, others will use ...
Thu, 14 Jul, 2022 at 1:48 AM
There are 3 User types: Administrator - has full account authority Portal User - has access to both the App and the Web Portal. The Administrator can ...
Wed, 20 Jul, 2022 at 10:45 AM
New Users can be added through the Web Portal > Users > + New User to add a new user to your account.
Fri, 22 Jul, 2022 at 4:35 AM
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...
Mon, 4 Jul, 2022 at 11:01 AM
User permissions allow you to control what different users can access within the Web Portal and the App. To edit a Users Permissions from the Web Portal, S...
Fri, 22 Jul, 2022 at 2:44 PM
Users can be added, edited and made inactive (removed) via the Users menu. To edit a User from the Web Portal: Select Users from the top menu bar > Vie...
Tue, 26 Jul, 2022 at 4:18 AM
Every User needs to be assigned to at least 1 user group, for this reason Formitize has created a default group in your account called 'Main'. ...
Mon, 4 Jul, 2022 at 11:18 AM
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 ...
Mon, 4 Jul, 2022 at 11:18 AM
You can create new groups in the Web Portal, Select Users from the top menu bar > Groups > +New Group.
Tue, 26 Jul, 2022 at 4:19 AM
To edit a group in your Web Portal, Select Users from the top menu bar > Groups > click Edit on the group you would like to change. To delete a...
Tue, 26 Jul, 2022 at 4:19 AM