User Limits and Permissions

Setting Permissions
 
Once you've entered their name and email or added your CSV file, you'll want to set the user's permissions. If the user will be a standard user on the account, you can edit their permissions so that they are able to build, edit, or view forms and submissions. For more details on standard user permissions, click here. If the user will be a participant user, you can select the participant user's permissions so that the user can only complete workflow steps. After you've set your permissions, click save in the bottom right-hand corner. 

Searching for a User

In the search bar, you can search for a user you would like to find if you would like to easily locate that user. 


Selecting Users

Select Users en masse and decide if you would like to Add them to a GroupDelete Users, or Send Password Reset emails.

User Limits
User limits on our different plans are as follows:
  • Silver - 1 user
  • Gold - 5 users
  • Platinum - 10 users
If you're on a Platinum level plan or higher, you can purchase users in a bundle. If you're interested, please contact us to learn more.  

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

Seeing a different admin experience in the app? Check out this document here

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