Introducing the User Management Table. This is where Organization Admins or Standard Users with user edit permissions can go to manage users across their product stack. This article will provide a brief overview of how to use this page of the Admin Panel.
Article Contents:
What are the different types of admins?
Search and Filter Users
Adding Users
The User Table
Exporting all Users as a CSV
What are the different types of admins?
Formstack has two admin roles: Organization and App.
Organization Admins allow the user(s) to invite users to the account, assign platform roles, add and assign roles to new users to existing or trialing products, and edit account settings. More on Organization and Product roles can be found here.
App Admins are admins to a specific Formstack app (Forms, Docs, and Sign). Formstack requires at least one user on all accounts to be one. These permissions can be passed to other persons in the org so long as one person is assigned as one at all times.
For example, if your org has access to Forms and Docs and you are the only user on the org, you will be required to be an Admin user for Forms and Docs. However, if you add a second user to the org, you can assign the Forms and Docs Admin roles to the new user and then remove the Admin roles from your own user account.
If a Organization Admin makes a change to their users that will result in the removal of the last Forms, Docs, or Sign admin, they will be required to choose a different user to take on the admin role for the appropriate app(s).
Note: Users pending invitations into the organization are not eligible to take on the app Admin role.
Search and Filter Users
Search across your entire user list using the search bar below the ‘Add Users’ button.
Use the dropdown menu at the top of the user table to filter your users by product access. When viewing all users, you may also filter by platform access.
When filtering by product access, it’s possible to it a step further and filter by product role.
Adding Users
Invite users one at a time or add multiple users to your account by clicking the ‘Add Users’ or "Add Multiple Users" button above the search bar. Learn more about inviting users here.
The User Table
Views
When viewing all users their product and organization access can be seen as well as the last time they logged in.
Actions
The three dot action button will allow Organization Admins to take specific actions on a user or selected group of users including editing a user (product and organization access), triggering a password reset, removing a user, and re-sending an invite.
If you want to apply actions to a group, simply check the box of the users you’re interested in updating.
Once you’ve selected all of the users you’re interested in updating, select the action you want to take including:
- Edit Org Role: This is where you can change the role of the users
- Resend Invites: Resend user invites to those who have not yet accepted
- Remove Users: Delete users from your account
Here’s the good news about these bulk actions, let’s say you select and admin in a group of Standard users. If you go to change the role to Admin for the bulk of users, the update will only be applied to those who are not Admins.
Once you’ve made the changes, you will see a success message at the top of your screen.
Note: Checking the box in the header will select all users visible on the page not all users in your organization.
Exporting All Users as a CSV
If you’d like to audit the users of your account, you can export a list of all users as a CSV file. It is not possible to export select users at this time.
To start, navigate to the ‘Manage Users’ table of the Admin Panel (Organization Admin access required) and click the ‘Export All to CSV’ button.
This will automatically download the CSV file of your user list. The list will include the following information:
- User Name
- Applications (a list of Formstack Apps the user has access to)
- Status (Active vs Invited)
- Last Login to the Formstack Admin Panel
Have any further questions? We’re here to help! Please reach out to support@formstack.com for additional assistance with your use case.