FAQ's
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
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...
Thu, 4 Apr, 2024 at 5:18 PM
From the Web Portal you are able to turn off sections that you don't want the user to be able to access but they will still be able to see the icons for...
Thu, 13 Apr, 2023 at 11:18 AM
Your signature can be stored in your user profile to be stamped when using forms, quotes, invoices and purchases. You can upload your signature through...
Tue, 23 May, 2023 at 4:52 PM
A User can be removed from User Groups through the Web Portal > Users > View User > Edit the User that you would like to make the changes to >...
Thu, 13 Apr, 2023 at 11:25 AM
To change the Super Admin on your account, In your Web Portal > Users > View Users > Edit your Super Admin User to add in the new details > Sav...
Wed, 7 Jun, 2023 at 3:17 PM
To do this in your Web Portal > Users > View Users. You are able to use the Quick Search bar as well as apply any filters or date range you are wantin...
Mon, 13 Nov, 2023 at 8:40 AM
Smart tables can be found all throughout Formitize and are a convenient way of having your tables display in a way that you would like to be able to view th...
Thu, 4 Apr, 2024 at 5:00 PM
To view the User list, you can go to Users > View Users, and this will come up with the list of registered User accounts that are connected to your Formi...
Thu, 4 Apr, 2024 at 5:10 PM
If you work with a number of people in various areas of your business, then it is important to have individual accounts for each user, not only because it m...
Fri, 5 Apr, 2024 at 10:10 AM