Account Management

Legacy: Creating, Editing, and Deleting Users

Last Updated: Jan 26, 2018 09:59AM PST


This article goes over some basic GoFormz user management functions -- creating, editing, and deleting (or, more accurately, deactivating) users. See here for more on the GoFormz user infrastructure.
 
All of these actions begin on the Users screen. To open it, click your username in the top right corner to expand the account management dropdown, then select Users & Groups from the dropdown.

Creating a user

To create a new user in your GoFormz account, do the following:

  1. Click the Create User button at the top of the Users screen.

  2. .On the Create User page, enter the user’s information, as shown below.

  3. Click Save.


 
When adding new users, you will not be allowed to exceed the number of licenses in your account subscription!

Editing user information

You may sometimes need to change a user’s information -- like their name, email address, or password. This is done as follows:

  1. Click the  icon next to the user whose information you want to change.

  2. In the Edit User page, change the user’s information as necessary.

  3. If you changed the email address, first name, last name, and/or phone number -- click Save to save your changes.

  4. If you changed the password, click Change Password.



If you change a user’s email address and/or password, make sure to communicate this to them, because they need this information to log in!

Deactivating/reactivating a user

You cannot delete users in GoFormz, but you can deactivate them. This means that the user will no longer have access to the account, but their information will still be saved, so that they can be reactivated later if needed.
 
To deactivate a user in your account, just find the user and click the  icon next to their name. Deactivated users will appear greyed out in the users list, with their name crossed out.


 
To reactivate an inactive user, please contact GoFormz support.

f96791875af3f069482b7b5788b9b70b@goformz.desk-mail.com
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