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 Web Portal, others will use ...
Thu, 14 Jul, 2022 at 1:48 AM
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 ...
Mon, 15 May, 2023 at 4:43 PM
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. 
Tue, 31 Oct, 2023 at 11:12 AM
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...
Mon, 4 Jul, 2022 at 11:01 AM
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, 27 Oct, 2023 at 11:39 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:  Select Users from the Web Portal > View Users > Select th...
Tue, 13 Jun, 2023 at 3:32 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,  Select Users from the Web Portal  > Groups > click the Arrow icon on the group you would like to change.  To delete a U...
Thu, 11 Jan, 2024 at 11:27 AM