Admin Panel Overview

The Formstack Administration site is your one-stop for all Formstack users and account settings to make account management easier and more efficient. 

Admin Panel Overview

Use the Formstack Administration panel to manage the Formstack user and account settings for your Organization. Here you can view and manage the following:

• Home Page: View and access all products you have access to and start trials of products you don’t.
  • View all apps that belong to your account
  • Access available apps by clicking the blue ‘Open’ button below the associated product
  • Learn more about other apps Formstack offers
  • Start Trials of select apps by clicking the ‘Start Trial’ button next to the app name
  • Check out this article for more information on how to customize your homepage. 

• Your Profile: Manage personal settings.
  • Edit your personal information (name, avatar, time zone)
  • Change your password
  • View your platform role (basic or Admin)
  • View your product access (Platform Admins can edit their own access rights)
  • Enable or Disable 2-factor Authentication and manage backup codes

• Account Settings: Organization Admins can manage account settings for all apps. 
  • Update your Account’s name
  • Add your company logo
  • View your Account ID for Support purposes

• Security Settings: Organization Admins can manage security settings for all apps.
  • Enable two-factor authentication (2FA) for all users
  • Set a minimum password length requirement greater than 6 characters
  • Set additional password requirements
  • Set the session timeout length

• Users: Organization Admins or standard users with user management permissions can manage users across the account and apps.
  • Add/Invite new users to your account
  • View all users across apps or filter by app
  • Edit user settings and platform and app access
  • Send password reset emails to users
  • Re-send invitations to new users who haven’t accepted their invitations

• SIngle Sign-On: Organization Admins or Standard users with SSO permissions can manage their SSO Authentication Settings (an add-on) for all apps.
  • Enable Google SSO Authentication
  • Create and manage custom SSO Authentication with the SAML identity provider service. 
  • Enable User Creation via SSO
  • Force users to login via SSO

• Billing & Plan Overview: Organization Admins or Standard users with billing access on Suite accounts can view and edit billing and plan information
  • View trial status
  • Purchase a Platform plan
  • View plan details
  • Compare additional Platform plans
  • Edit billing information
  • Customize your Platform plan
  • Deactivate your account

• Invoices: Organization Admins on Suite accounts can view invoices
  • View all invoices
  • Export invoices

Product Switcher: Click on the square icon in the top right corner to view all products you have access to and quickly navigate to the one you need to use. Use the Product Switcher in the product header to move to another product or back to the Admin site.