Account overview

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

Updated over a week ago

Your GoFormz account is what members of your organization accesses using their user profile. Account-level settings are managed by your account admins.

Open the User Profile menu in the upper right-hand corner and click Account Details to access 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 depend on your permissions. Details that apply to your personal actions within your account are your profile settings. Settings that apply to everybody in your organization are account settings.

Account Settings

Account-level settings apply to users throughout your organization.

🗒️ Note: Only users with the appropriate permissions can access and manage your account settings.

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

Account

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

Company Name is used for outbound emails from GoFormz such as sending a Public Form. Company Names also display in Independent User profiles to help them navigate between accounts.

Account Billing Email indicates the email address where you want to receive your account payment invoices. It's also where you'll receive account renewal notifications 7 days prior to your renewal date.

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.

Use your existing Custom Single Sign-On (SSO) provider with your GoFormz account when you leverage GoFormz's Custom SSO feature.

Setting up a Custom SSO requires specialized technical knowledge. If you're unfamiliar with SSO set-up, or don't have a dedicated IT team, explore GoFormz's standard SSO.

GoFormz supports Custom SSO authentication with SHA256 encryption. If your organization uses an SSO Identity Provider (IdP) other than those available through GoFormz’s standard SSO, you can use your preferred SSO provider with Custom SSO.

HIPAA

If you're managing an Enterprise-level account, you can convert your account to become HIPAA compliant using a self-service process when you click Convert to HIPAA-compliant account.

After you've converted your account, you'll view and manage your Business Associate Agreement here.

Security

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.

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. These notification emails are typically sent using the GoFormz email server.

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

Delete Account

Click Delete Account to initiate your account deletion.

Users and Groups

Navigate to the Users and Groups page to create and manage user profiles, Groups, and their related permissions.

Subscriptions

Subscriptions provides an overview of the features and functionality 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.

Billing

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

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

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

Connected Apps

Webhooks

API Access

Message Status

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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