Adding Participant Users in the Admin Panel

Platform Admins can add Participant Users to their account in a few, easy steps. These users can only participate in Workflows and cannot view forms on the account.

First, navigate to the User Management page in the Admin Panel. You can do this by selecting 'User Management' from the header dropdown menu in any app. 




Once on the User Management page, click ‘Add Single User’. 



On the following modal, enter the email address of the user, assign the platform role (Basic or Admin), and under Product Access choose ‘Forms’. Then, choose 'Participant User' and finish by clicking the ‘Add User’ button.



An invitation will now be sent to the new participant user. Once the user has accepted the invite, they will be available to use in workflow steps.


Changing an Existing User to a Participant

On the User Management page, find the user you’d like to change and click on their avatar to edit the user.





Next, under Product Access, select ‘Formstack Participant’ and click ‘Save Changes’


View Participant User Usage

To view your account’s Participant User usage stats, navigate back to Forms and click on the Account Usage page.

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