Suite Plan 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:

• Your App Stack: 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

• Your Profile: Manage personal settings.
  • Edit your personal information (name, avatar, time zone)
  • Change your password
  • View your platform role (basic or Platform 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