Account overview

Account admins should review this content to understand account management basics.

Updated over a week ago

A GoFormz account is what members of your organization access using their user profile.

Open the User Profile drop-down menu in the upper right-hand corner and click Account Details. Here you'll view and manage billing and subscription details, usage metrics, account settings, account-level email notifications, and Users and Groups.

Screenshot displaying the GoFormz User Profile menu in the GoFormz web app.

The details you manage in the User Profile menu include both your individual profile and Account settings.

Account Settings

Account-level settings apply to users throughout your organization.

Note: Only users with the appropriate permissions can view and manage Account Settings.

On the Account Settings (or Settings) page, you’ll manage primary account details, export settings, SMTP server details, and account-level password settings.


The Account section of the Settings page details the core information used to identify your account. This includes your Company Name and Account Billing Email address.

Company Name is used for outbound emails from GoFormz such as sending a Public Form. Company Name also displays in Independent User profile’s to help them navigate between accounts.

Account Billing Email indicates the email address where your organization’s GoFormz invoices will be sent.

Export Settings

Define your Export Delimiter to indicate how columns in any CSV (comma-separated value) exports should be recognized. The default export delimiter is a comma.

The Date Format and Timezone settings you manage here determine how your collected data displays during CSV export. The details you configure here determine how Form metadata variables display in your exports.

Custom Email

Set up your own SMTP email server for outgoing notification emails, which are typically sent using the GoFormz email server.

The settings you select here are used for both Workflow events and ad-hoc emails sent from your GoFormz account.

Authentication Providers

When you pair an existing Apple, Google, or Microsoft account with your GoFormz profile these third-parties are acting as authentication providers. This process, known as Single Sign-On (or SSO) provides your users with a streamlined log-in process.

Your account authentication provider settings apply to all users in your account. You’ll always need at least one provider enabled.

When your users connect to a provider their email address for the selected provider must match the email associated with their GoFormz profile.


Here you’ll determine whether you’ll require users in your account to create a new password every 90 days.

Note: HIPAA compliance requires that your users update their passwords every 90 days.

Users and Groups

In GoFormz, permissions are managed using Groups. The Users and Groups page is where you’ll view and manage your account’s users, Groups, and their related permissions.


The Subscriptions page provides a detailed overview of what features and functionality are available at each GoFormz subscription level.

If you'd like to upgrade to Enterprise, you'll need to speak with a GoFormz representative. If you're upgrading to Team or Advanced, you'll click Upgrade to navigate to the Billing page.


On the GoFormz web app you’ll view manage your account billing information on the Billing page. This includes details like billing address and payment information.

Each user profile in your account occupies a single license - including active pending users. Increase your subscription count in the Billing section.

If you ever need access to your invoices, please contact GoFormz support and request a link where you can view and download your account invoices.

Usage and metrics

Here you’ll view metrics displaying data from your account's users.

Select a date range for the data you want to view and your report will display a total count for your selected date range.

Depending on your account subscription level you’ll have access to the following data:

  • Forms created or completed

  • Public Form submissions

  • API hourly or daily usage

  • Workflow steps completed

Related topics

  • Learn how to create a Group to assign user permissions.

  • Explore how you can set up Workflows to automate your business processes.

  • Review what the Template Editor is capable of and consider whether you can transition additional documents from paper to digital.

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