Users
What are Users?
Users can be used to create additional Users for an account. You can create and maintain Users by using the "Account->Users" page.
A User can be one of two types:
- Admin - Full permissions. An Admin can create and delete all users, forms, and results.
- Limited - Permissions only to view and modify the forms you specify.
Pro 2 level accounts can create up to 5 Users. Pro 3 level accounts can create up to 20 Users.
Users
Create a New User
On the Users page, click the "New" button and enter a unique name in the "Username" field. Next, choose the type of User to create and, for Limited Users, assign permissions. When you are finished, click the "Save" button.
Once the User is created, distribute the login information along with the login link. Users you create must log in via the account-specific link shown on the Users page.
Edit or Delete an Existing User
On the Users page, use the "User List" selector on the left to select a User. Modify any settings. When you are finished, click the "Save" button. To delete the User, click the "Delete" button.
Permissions
For Limited Users, there are three types of permissions:
- None - The User has no access to the form. The form will not show up in the User's form list.
- Read - The User can view the form and its results.
- Read/Write - The User can view and modify the form and its results.
Admin users can do anything the account owner can do, except access the "Account->Profile" page.
To prevent a User from logging in without deleting their account, set the User's Enabled setting to "No".
Users Example
A common use of Users is to limit access to specific forms. Suppose one department in your organization has a survey form. This department may not want other departments to edit the form or view its results.
On the Users page, create a User for each department. Then, assign permissions so that each user has Read/Write access only to the forms that should belong to its department.
Additional Information
Users you create must log in via the account-specific link shown on the Users page. Only the account owner's User can log in via the main FormSite.com login page.
The account owner's User (the username the account was created with) is separate from additional Users. Settings for the account owner's User are on the "Account->Profile" page. This user cannot be deleted and is not included in the User count.
You can use the "Account->Log" page to audit a User's actions. When a User is deleted, its username will show as "N/A" in the Log.
Let's get social