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Convert a user profile to an Independent User profile
Convert a user profile to an Independent User profile

Provide contractors a user profile that suits their role in your organization by converting their profile to an Independent User profile.

Updated over a week ago

An Independent User profile provides a user with ownership of their GoFormz profile without the need to belong to a specific GoFormz account.

Note: These instructions assume that you have a basic understanding of user management. Read about User Management basics if you need a refresher on that topic.

Access the Users and Groups tab of the GoFormz web app. Follow the steps below to initiate the conversion.

  1. Select the user you want to convert to an Independent User from your active users list.

    Screenshot displaying the user list in the Users and Groups tab of the GoFormz web app.



    You’ll navigate to the user’s profile page.

  2. Click Convert User.

    Screenshot displaying the location of the Convert User button in the profile page of the GoFormz web app.



    A window will appear confirming your decision.

  3. Click Yes.

The user you’re converting to an Independent User must complete the next steps. They’ll also be responsible for managing their profile going forward.

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