GoFormz

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

Account overview

Understand how to assign user permissions, create Groups, and manage user access in GoFormz.

Permissions overview

Learn to manage GoFormz users, groups, and permissions, as well as administrator groups and nested groups.

Users, Groups, and Permissions

Manage Users, Groups, and corresponding permissions in Users and Groups.

Users and Groups Overview

Assign user permissions by creating Groups in the GoFormz web app.

Create a Group

Learn the key actions for managing your User Groups, configuring permissions, deleting Groups, and assigning Users here.

Managing user groups and permissions

Provide a member of your organization with access to your GoFormz account by creating a user profile.

Create a new user profile

Manage manually exported data such as Bulk PDF downloads of forms, DataSource exports and manual report exports.

Notification Center overview

Learn to access your Account Management menu, to manage users and groups, subscriptions and billing, and your account settings.

Account Management menu

Activate, deactivate, and reactivate your users on the Users and Groups page of the GoFormz web app.

Manage the activation status of a user profile

Determine the permissions for a user profile by assigning the user to a Group.

Assign a user to a Group

Edit a user’s permissions by removing them from a Group.

Remove a user from a Group

Log out devices from a user profile so that a user can log in on a different device.

Manage devices connected to your account

Learn to manage your account's users and devices, including creating and modifying a user, logging out devices, and more.

Manage Users and Devices

Reset your password on the GoFormz web or mobile app.

Forgot your password?

With GoFormz, set up your own SMTP email server for outgoing notification emails, which are typically sent via the GoFormz email server.

Setting Up A Custom SMTP Email Server

As an administrator, you can set up email notifications to be sent out when a form is completed.

Set up automatic email notifications at the account level

Delete your GoFormz account to free up any associated email addresses for use with a different GoFormz account.

Delete your GoFormz account

Learn how to safely and securely export your Form data as a PDF or CSV file from GoFormz with this step-by-step guide.

Export your GoFormz Form data

Independent User profiles enable users outside of an organization to access multiple GoFormz accounts.

Independent Users overview

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

Convert a user profile to an Independent User profile

Troubleshooting: Unreceived emails

Learn more about the status of messages you've sent from your GoFormz account.

Message Status log details

Explore our FAQ for answers to the most common billing questions from GoFormz users.

Account Management and Billing FAQ

Explore our FAQ for answers to the most common security questions from GoFormz users.

Security FAQ

Assign user and Group permissions, and manage your account details.

Account Management

Pair an existing Apple, Google, or Microsoft account with your GoFormz profile to streamline the user log-in process.

Single Sign-On (SSO) overview

Connect an available Single Sign-On (SSO) provider to your account.

Connect a new Single Sign-On Method (SSO) to your existing account

Leverage Custom Single Sign-On for your GoFormz Enterprise account. Here, you’ll find a configuration overview for this feature.