To access GoFormz account management, click the Account Icon in the top right corner of the GoFormz web interface.

The Account icon will show your Initials by default. Alternatively, if you have a Gravatar account associated with your sign-up email address, it will show the image assigned to that Gravatar account.

The account management dropdown menu will appear:

This dropdown contains the following options:

Signed In As Name [Profile Page]: The name of the user that is currently signed into GoFormz on the Web App will show at the top of your Account Management menu.

When selected, the user will be taken to the Profile page where they can:

  1. View account details such as Email Address (username), First Name, Last Name, and Phone Number. (Note: these elements are uneditable from the profile page and can only be updated on the Edit User page by an Admin.)

  2. Set a new Password using the Set Password button (Note: the user must know their current password in order to set a new password through this page).

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 Template Events — 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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