This article goes over some basic GoFormz user management functions:
All of these actions begin on the Users & Groups screen. To open it, click on your initial / profile picture in the upper right corner to expand the account management drop-down menu, then select Users & Groups from the drop-down menu.
Creating a user
To create a new user in your GoFormz account, do the following:
1. Click the Add User button at the top of the Users & Groups screen.
2. On the Add a User page, enter the user’s information, as shown below.
Note: be sure to enter a valid email address. This will be used to set the user's password and as their username.
Notice that in addition to entering the user’s name, email, and phone number, you can also add the user to any number of groups. To do this, simply expand the Add Group(s) dropdown and select the groups for this user. In this example, Fred GoFormz will be added to the “Group A” group.
3. Click Create User when done. GoFormz will then send an email to your new user welcoming them to GoFormz and prompting them to set their account password.
When adding new users, you will not be allowed to exceed the number of licenses in your account subscription. See here for information on how to increase your subscription count.
You'll see any pending user profile activations in both the Pending and All tabs. Here you can also reference when their invitation expires under Invite Expiration. Access the Actions menu (. . .) to resend a profile activation to your user.
After a user accepts your invite and creates a password, you'll see their profile listed in Active.
Note: Pending Users take up one license in your account.
Edit User Profile details
You may sometimes need to change a user’s information -- like their name, email address, phone number. To do this, click the user’s email address in the user list to open the View or Edit User Info page. You can change the following user information here:
To change the user’s personal information, simply edit their email address, name or phone number in the appropriate fields.
To add the user to a group, select the group from the Add Group(s) dropdown.
To remove the user from a group, click Remove next to the group name in the Current Groups section on the right.
Click the Save Changes button in the top right to complete your edits.
To deactivate the user, click the User Enabled slider, then click Yes in the confirmation dialog that appears. See below for more on deactivating/reactivating users.
Viewing and logging out connected devices
At the bottom right of the View or Edit User Info page, you will see a list of all devices currently connected to the user’s account, along with some device details and an option to log out. This list is subdivided into two categories:
Active Devices: These are devices that are currently logged in and in use. This means the user can open the app and start using it without giving their login information. Each user is limited to 2 active devices.
Other devices connected to your account: These are devices that are still logged in but not currently active. This means the device was never logged out, but you have to re-enter your login information in order to start using the app (unless it is within an up to one-hour window of becoming inactive). This may happen, for example, if the user is already logged into two devices, then logs into a third device, and chooses to deactivate one of the two active devices when prompted. The deactivated device will show on this list.
Note that all devices listed here are logged in, the distinction is whether they are active or not; logged out devices will not appear on either list.
To force a device logout, click the Logout link at the top of the device infobox. The device will be removed from the list. If a user is actively using the device, they will be logged out within five minutes and redirected to the GoFormz log-in page. You may want to use this force log-out functionality when a device is stolen or the employee associated with the device is let go, for example. Doing so will prevent anyone from accessing your GoFormz account data from the device.
Deactivating/reactivating a user
When you deactive a user account that user loses access to their 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 slider in the Enabled column to toggle it.
You can identify deactivated users in the user list by looking at their Enabled column. Deactivated users will have the slider toggled to the left and greyed out. In the image above, user Jane Doe has been deactivated.
Deleting a user account
Request to delete a user account on the Settings page of the GoFormz web or mobile app. In the Details section, click Request to Delete Account.
When deleting a user account all data connected to the account is also deleted. This includes all associated data include Forms, Form data, users and user data, Templates, and Reports. When an account is deleted, the process can not be reversed.
Consider deactivating a user instead to maintain your data integrity.
This link directs you to a Public Form. Submit this Form and the GoFormz Product team will move the process forward on your behalf.
Note: When deleting a user account all data connected to the account is also deleted. This includes all associated data include Forms, Form data, users and
user data, Templates, and Reports. When an account is deleted, the process
can not be reversed.