An Independent User profile provides a user with ownership of their GoFormz profile without the need to belong to a specific GoFormz account. This type of profile is created with third-party contractors in mind.
In GoFormz, an account belongs to an organization. Each user within an account has a user profile which is initiated (or created) by their organization. User’s may manage their profile details, but a user profile ultimately belongs to the account that initiated the profile.
An Independent User profile exists independent of any account. This enables a user to access multiple accounts using one profile.
Initiate an Independent User profile
You can convert an existing User profile to an Independent User profile, or create a new User as an Independent User.
Only an Account Admin can initiate an Independent User profile. The Account Admin initiates Independent User profile creation in Users and Groups by clicking the "Add as an Independent User" checkbox when creating a user profile.
The invited user will finish setting up and managing their Independent User profile going forward. You're responsible for managing any Independent Users you've granted access to your account.
Manage Independent User profiles
Independent User profiles are labeled in Users and Groups. A tag reading “Independent” appears in-line with their user information in the table on the Users and Groups page.
Because an Independent User’s profile exists outside of any account, they manage all of their own profile details. But an Account Admin manages an Independent User’s access within their organization’s account.
Manage your profile as an Independent User
When an Independent User logs in to GoFormz, they’ll immediately navigate to the account to which they have access. If they have access to multiple accounts, they’ll open the User Profile menu in the upper right-hand corner and choose the account they want to access.
If an Independent User doesn't have access to any accounts, they'll navigate to GoFormz Profile. Here, they'll manage their profile details including: eSignatures, authentication providers, and basic profile settings.
Manage Independent Users in your GoFormz account
If you’re inviting any Independent Users into your GoFormz account, you’ll want to determine what kind of access and permissions they’ll need to complete the necessary tasks. Once you make that determination, create a Group with the required permissions.
When an Independent User no longer needs access to your account, you’ll need to manually remove their profile by switching the Active slider next to their name in the user table on the Users and Groups page of the GoFormz web app.
If necessary, you can restore the Independent Users access to your account after their access is removed.
Independent Users and Custom SSO
If an Independent User profile accesses a GoFormz account that uses Custom SSO, then the Independent User must log in using the account’s Custom SSO.