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 ...
Mon, 15 May, 2023 at 4:43 PM
New Users can be added through the Web Portal > Users > + New User to add a new user to your account.
Thu, 6 Apr, 2023 at 10:43 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...
Thu, 13 Apr, 2023 at 10:42 AM
Users can be added, edited and made inactive (removed) via the Users menu. To edit a User: Select Users from the Web Portal > View Users > Select th...
Tue, 13 Jun, 2023 at 3:32 PM
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'. I...
Thu, 13 Apr, 2023 at 10:51 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 ch...
Mon, 4 Jul, 2022 at 11:18 AM
You can create new groups in the Web Portal > Users > Groups > + New Group.
Thu, 13 Apr, 2023 at 2:14 PM
To edit a user group, Select Users from the Web Portal > Groups > click Edit on the group you would like to change. To delete a User Group,...
Thu, 13 Apr, 2023 at 2:15 PM