Account Management

Legacy: Account Management in GoFormz

Last Updated: Jan 26, 2018 10:07AM PST

To access GoFormz account management, click your username in the top right corner of the GoFormz web interface. The account management dropdown menu will appear:

This dropdown contains the following options:
  • Subscription
    • This section shows your current GoFormz account subscription level and any upgrade options. This is also where the billing workflow is set up.
  • Users & Groups
  • Email
    • This section lets you set up automatic emails that are sent whenever any form is completed. This type of operation is typically done at the form template level using Workflow Automation -- but sometimes it may be useful to send an email when any form is completed, not just a form from a specific template. Admins can configure these emails here.
  • Settings
    • This area lets you change various account-level settings. At this time, two groups of settings are available:
      1. Setting up a custom SMTP server for all outgoing emails to give you greater control & transparency.
      2. Changing export settings for reports.
  • Logout
    • Select this to log out of your GoFormz account.
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