Add Users in the Admin Panel

On the User Management page of the Formstack Admin Panel, Organization Admins can access a list of all users across the products to which they subscribe and invite new users. 
 

To access the “Manage Users” section in the Admin Panel, either click on your name on the top and then on ‘User Management’ or click the Product Switcher, then “Administration”, then “Users” on the left hand side. Our Administration site can be directly accessed from https://admin.formstack.com. 

Note: If you don't see the "User Management" option in your user menu, you may not be a Organization Admin or have the right permissions. 

Below we will take you through how to add single or multiple users. 

Please note that standard users with user edit access can only add and modify standard users. 

Invite Users

Add a Single User

Organization Admins can invite new users to an account. To do this:

Step 1: Click the ‘Add User’ button on the top right . 

Step 2: On the following screen, enter the email address of the user, assign the Organization role (Standard or Admin).

• Organization Admins: can add and remove users, adjust account-wide settings, and add additional products to their account.
• Standard Users: Can only view and update their personal profile information and security settings.

 After you've chosen the organization role, decide which products the user will have access to. If you need a reminder or additional info on the difference between all these roles, check out this article. 
 

Step 3: Click ‘Add A User’ on the bottom right after you've filled out and selected all the relevant options. An invite will be emailed to the new user (learn more here) and they will display in the Admin Panel user table as a Pending user.

Step 4: You will then be redirected to the new user’s profile page where you can update their Organization permissions, and set product permissions. The organization role and and product permissions will be carried over from the previous screen, but you'll see some additional options. For more information on editing a user, check out this article. 

If needed, Organization Admins can resend the invite to the user by clicking the Actions icon as seen below and choosing ‘Resend Invite’ or by selecting the user and clicking the resend invite option above the list of users.

Add Multiple Users

If you have a long list of users, you can easily add them to your account. Here’s how:
 

Step 1: Head over to your admin panel if you’re already in an App like Forms, Documents, or Sign and select “Add Multiple Users” in the top right corner.

Step 2: After selecting, the below modal will pop up. Ensure you download a CSV that matches the Bulk User Upload CSV Template with columns for First name (optional), Last name (optional), and Email (required).

 

Note: To make things easier, there's a CSV you can download from this page that will give you an idea of the format. 

Step 3: Once you have the right formatting and list of users you want to add, select “Choose File”.

Note: At this time, we allow a maximum upload of 500 users at a time.

Step 4: From there, select the Roles & Access for all users. The Roles and Access selected will apply to all users. Here’s what each Platform Role means:

• Organization Admins: can add and remove users, adjust account-wide settings, and add additional products to their account.
• Standard Users: Can only view and update their personal profile information and security settings.

Good news, if you need to make updates to Roles or Access after the upload, you can go into each user account or update users in bulk from the user menu.

Step 5: After you’ve uploaded your list of new users, selected the roles, and selected permissions you will confirm the upload in the below modal. Simply click Review Info and then “Upload & Assign Users” to confirm the upload.

If the upload was successful, you will see a success banner at the top of your screen like the one below.