Formitize User Guide

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 ...

In the the Web Portal select Admin > New User to add a new user to your account.  (Note: If you don't see the Admin icon in the top menu, select ...

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...

User permissions allow you to control what different users can access within the Web Portal and the App. You can only edit a User's permissions through ...

Users can be added, edited and made inactive (removed) via the Users menu. To edit a User:  In the Web Portal, select Admin > All Users > Select th...

Each User needs to be allocated to at least one User Group, and this can be the default Group 'Main', there is no need to create more groups if you ...

You can create new groups in the Web Portal by going to Admin > User Groups  > + New Group.   Enter the details, and select the Users and permissio...

To edit a user group: In the Web Portal go to Admin > User Groups > click the Arrow icon for the group you would like to change. Then just edit th...

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...

Your User details can be updated in the user profile on the Web Portal if you are an admin or Portal User (field agents can only access the App), you can go...