The multi-user functionality was built specifically for teams who have multiple people logging in. For example, let's say you have a team that needs to work collaboratively on making changes to forms and templates, using data, editing data, approving submissions, and utilizing all aspects of an account and the specific Formstack products you've purchased.
Additional users are great for agencies or web design/creative professionals who have multiple clients who require online forms for their web sites and want to give read/write/full permissions to some or all of their products.
Additional users are also great for businesses who have multiple business units that may need to create forms and access data, but don't necessarily want everyone to have the same permissions on each product.
Key Resources
We've put together a helpful list of articles that you can reference below for the key resources you'll need when it comes to understanding how to make the most of managing Formstack Users on your account.
The difference between User role types
How to add a User
How to edit an existing User
How to remove a User
Understanding how to set different User permissions
How to manage your Users(searching and filtering)
User limits on our different plans are as follows:
- Starter - 1 user
- Teams - 5 users
- Pro - 10 users
- Suite Starter - 1 users
- Suite Teams - 3 users
If you're on a Pro level plan or higher, you can purchase users in a bundle. If you're interested, please email us at support.formstack.com to learn more.
Retrieving a Password
If you have lost your password or would like to reset the password, you can retrieve a password reset here: https://www.formstack.com/admin/user/resetRequest
Note that you do NOT need multiple user accounts in order to:
- Send submitted data to multiple email recipients
- Share submitted data using share URLs or RSS feeds
- Allow multiple users to submit a form