It's now even easier to manage your users' permissions with our Group permissions feature. Now, instead of having to set permissions for each individual user you can create groups of users and set rules for the entire group!
Note: This feature is available on Starter plans and higher.
To access Groups, click the avatar towards the top right and then click Groups.
Users and Groups Overview
In the overview, you can see three main areas of the Users and Groups page.
Here, you can get an overview of the number of Users and Groups your Formstack account is currently using.
Users
This section is for adding users to groups or you can click on the "User Management" button to get taken to our admin panel where you can add single or multiple users as needed.
Now you can easily group users together in ways that make sense for your organization. For example, you may want to create Groups for the Marketing team, Executive Team and Sales Team so you can easily manage Users and give them the permissions they need to work with Formstack! You can add, delete, and edit Groups from this section.
Check out the document here for more information on managing users.
Seeing a different admin experience in the app? Check out this document here.