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:
- Setting up a custom SMTP server for all outgoing emails to give you greater control & transparency.
- Changing export settings for reports.
- 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.