FAQ's

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 Web Portal. The Administrator can ...
Tue, 4 Jun, 2024 at 11:43 AM
How do I add or create a new User?
New Users can be added through the Web Portal > Users > New User to add a new user to your account.  Users and User Groups
Tue, 4 Jun, 2024 at 12:42 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...
Tue, 4 Jun, 2024 at 12:35 PM
What are user permissions?
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, 7 Jun, 2024 at 11:53 AM
How do I edit or remove users?
Users can be added, edited and made inactive (removed) via the Users menu. To edit a User:  In the Web Portal, select Users > View Users > Select the...
Tue, 4 Jun, 2024 at 12:13 PM
What is a Main user group?
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
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 ch...
Mon, 4 Jul, 2022 at 11:18 AM
How do I add a New User Group?
You can create new groups in the Web Portal > Users > Groups  > + New Group.  
Fri, 3 Nov, 2023 at 2:42 PM
How do I edit or delete a User Group?
To edit a user group: In the Web Portal go to Users > Groups > click the Arrow icon for the group you would like to change.  To delete a User ...
Tue, 4 Jun, 2024 at 1:52 PM
How do I edit a profile picture?
The user profile photo can be edited by the Super administrator or an Admin or Portal User with the correct permissions to do so, by going through the Web P...
Thu, 4 Apr, 2024 at 5:17 PM