❔Catch-up quick
Access and manage your user profile and account details on the web app when you open the user profile icon drop-down menu in the upper right-hand corner.
Here, account admins will create users and manage account details - like billing, connected apps, and webhooks - in the Account Management section.
Non-admins will fill out Forms and access their profile details. If a user only needs to fill out Forms, they can rely primarily on the mobile app.
Access Account Management on the web app when you open the avatar drop-down menu in the upper right-hand corner.
The user profile icon displays your initials by default. If you have a Gravatar account associated with your sign-up email address, your Gravatar profile picture displays instead.
Your menu options vary based on your permissions. Account admins will manage account-level settings that apply to users throughout your organization. This is also where account admins will create and manage the user profiles within their account.
Create user profiles as an account admin
Account admins will manage account billing details, account-wide settings, examine usage statistics, and invite new users to join your account.
User profiles provide people in your organization access your account, and they determine what users can do throughout your account. Create user profiles for every person in your organization to whom you need to provide access to your account.
⚙️ Expert tip
If you need to add multiple user profiles to your account, consider bulk inviting users. Add up to 100 users to your account a time when you bulk invite users.
You’ll find this option on the web app when you access the Users and Group page, click Invite a new user, and then click Bulk invite users.
Download the necessary CSV.
Add the necessary user profile details.
Upload the updated CSV.
The Users and Groups section includes two tabs. . .
Users, where you’ll export a list of your account’s users and their details, invite new users, and access and manage your users’ profiles.
Manage a user's profile details in the Users tab when you click their name. Every user profile must includes a name, associated email, activation status, and an indication as to whether they’re an account admin.
Advanced and Enterprise accounts can also access the User attributes panel to add up to 10 custom attributes.
With custom user attributes, you can add whatever user details makes sense for you as custom user metadata. Some examples of user attributes you might use include. . .
Certifications
Location
Role
Employee ID
Tenure
Control each attribute’s visibility settings when you click the attribute’s corresponding eyeball icon in the User attributes panel. When you add custom user attributes, they will not be applied to any deactivated user profiles.
🗒️ Note: While you can reference the Account User List to filter options with database calculations, you cannot use custom user attributes to filter options in database calculations.
🗒️ Note: If you reference Custom User Attributes within a Template, your Form Users must be on app version 4.0.1130 or later to fill out Forms using the referencing Template.
When you invite a user to join your account, they’ll receive an email at the address you provide that’ll guide them through the profile set-up process. They can then access your account, and fill out Forms using the web and mobile apps.
Access your profile as an account user
Every person in an organization who needs to regularly fill out Forms will need a user profile.
While an account admin must create a user profile, a user can manage some profile details on the web app when they access the user profile menu in the upper right-hand corner.
To change your profile picture, access the My Profile section and - in the upper-left hand corner - click the pencil icon on your profile picture.
When you’re added to your organization’s account, you’ll receive an email to guide you through the profile creation process. You’ll need to set up your profile to access your organization’s account.
Fill out Forms on the web app, or on your phone or tablet with the mobile app. The mobile app is optimized for filling out and managing your Forms, while the web app is aimed at managing account details and resources.
But, if you need to manage your eSign signature or initials, or access any eSigned Forms, you’ll access your profile on the web app.
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