FAQ's
From the Web Portal you are able to turn off sections that you don't want users to be able to access, this can only be done by an Admin or Portal User. ...
Wed, 25 Jun, 2025 at 7:22 PM
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, 5 Nov, 2024 at 10:00 AM
A User can be removed from User Groups through the Web Portal > Admin > All Users > Edit arrow for the User that you would like to make the chan...
Tue, 5 Nov, 2024 at 10:00 AM
To change the Super Admin on your account, please contact sales@formitize.com.
Tue, 5 Nov, 2024 at 10:08 AM
The Administrator has the ability to customise the permissions for each User, based on what they would like them to have access to. The Web Portal's...
Tue, 26 Nov, 2024 at 10:24 AM
In User profile sections, the User's Business details and Private details are separated into two panels. The business details cover all the public infor...
Tue, 5 Nov, 2024 at 9:21 AM
To reactivate a User who has been deactivated, in the Web Portal go to Admin > All Users > View Inactive Users > select the checkbox for the User y...
Tue, 5 Nov, 2024 at 9:20 AM
Custom variables are fields that can be used to automatically populate custom user information when a Form is being filled out by a User (eg: License number...
Fri, 28 Feb, 2025 at 1:45 PM
If you are the Super administrator of the Formitize account, or have the administration permissions required, you can go to Admin > User Logs. This will ...
Tue, 5 Nov, 2024 at 9:17 AM
Every User needs to be assigned to at least one User Group, due to a few of Formitize's features requiring User Group Permissions to be set (to determin...
Thu, 18 Jul, 2024 at 11:30 AM