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Who is this for: Organization Admins. |
Use the Formstack Administration panel to manage the Formstack user and account settings for your Organization. Here you can view and manage the following:
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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
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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
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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
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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
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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
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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
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Invoices: Organization Admins on Suite accounts can view invoices
- View all invoices
- Export invoices