Adding Users
To add a new user, log in to the web portal and go to Organization & Users > Users & Groups from the side menu.
On the Users & Groups page, you’ll be presented with a list of Active and Invited users. You can also toggle to view Inactive users; these are users who have been temporarily deactivated.
You can filter this list by user status, type, or keyword to quickly find what you’re looking for.
Group and Access
Users can be organized into Groups. These Groups can be granted access to platform content such as folders with forms or screens, documents, and data sources. You can also assign tasks to an entire Group instead of assigning them individually.
How to add a New User
Click the Add New + button at the top right of the Users & Groups page. This will take you to the Create User page, where you’ll enter the required information and optional settings.
Basic Details
To get started, simply:
- Select a User Type
- Standard: Ideal for light to moderate usage. Allows up to 1,500 Form entries per month. Does not include access to Premium features/fields, Task & Dispatch, or Files & Docs.
- Premium: Full access to all platform features, including Task and Docs, with unlimited monthly Form entries.
- Enter a valid Email Address
- Add a User Name (First name and Last Name)
- Enable Website Access (optional).
If left unchecked, the user will only have access to the app, not the website platform.
Once you’re done, click Create User in the top-right corner.
Upon creation, the user will receive an invitation email with temporary login details and instructions for accessing the app or website.
Access & Security
If the User Can Access the Website, set the user’s website role and access to platform areas.
| Website Role | Description |
|---|---|
| Enterprise Admin | Top-level account administrator. Access to platform setup, billing, and environment areas. Can manage environments (if using Enterprise Toolkit), and can view passwords in the Connections page. |
| Administrator | Organization administrator. Can add, edit & delete content in an organization account. Access to organization setup areas, such as users and groups. No access to platform setup, billing, or environment areas. |
| Read/Write User | User with editing capabilities. Can add/edit/delete content in the platform. Can view, import & export data in relevant areas. No access to organization or platform setup areas. |
| Read-Only User | Limited user with read-only access. View-only access to content in the platform. Limited ability to export data from the platform. No access to organization or platform setup areas. |
Regional Settings & Other Info
By default, the user’s country and time zone are set according to your account’s organizational settings; however, you can change them if necessary.
You can also optionally add:
External ID and additional user Metadata can be added.
External ID
Use this to include an identifier from your internal systems, such as payroll or HR. This ID can appear when exporting data that the user has been involved in, like form entries.
Metadata
Add additional information about this user by specifying key/value pairs. These values can be accessed across the platform by using the USERMETA('key') formula function.
Assigned Folders
You can assign specific folder permissions to the user from a list of available Folders.
When a folder is assigned, the user can access the forms, screens, documents, and data sources inside it through the mobile app.
Import Users
Our platform supports bulk user imports via a .xlsx/csv file in the required format. A template of the required format can be downloaded by clicking ‘Import’ on the Users & Groups page, located in the top-right corner.
You could also export your users’ list, remove existing user rows, and add new users.
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