Account Management

Account Management Menu

Last Updated: Jan 21, 2019 03:01PM 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 & Billing This section shows your current GoFormz account subscription level and any upgrade options. This is also where the billing workflow is set up. See Billing FAQs for more.
Users & Groups This section is used for user, group, and permissions management. This includes creating/deleting users, creating user groups, and assigning appropriate permission levels to each group.
Settings This area lets you change various account-level settings. At this time, three 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.
  3. Setting 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 is useful to send an email when any form is completed, not just a form from a specific template. Admins can configure these emails here.
Logout Select this to log out of your GoFormz account.
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