Platform Subaccounts

Please Note

The subaccount feature is currently in beta and not currently available to all users at this time

With Formstack's Platform Subaccounts multi-level organizations can now manage, access and enable processes across multiple accounts using Formstack's workplace productivity platform. In this article we will cover how to set-up and manage your subaccounts from both the parent and child accounts. 

1. Purchasing and Provisioning your subaccounts

2. Managing your Subaccounts from the Parent Account

3. Managing your Subaccounts from the Child Account.

Purchasing and Provisioning your Subaccounts

  1. To add subaccounts to your account you will need to login to the FSID admin page.
  2. On the left hand panel, select Manage Subaccounts then select Create Subaccount.Screen_Shot_2021-06-11_at_10.38.45_AM.png
  3. Next you will give your subaccount a Name, and enter the information of the subaccounts admin. Optionally you can add a logo to brand the sub account. Screen_Shot_2021-06-11_at_10.45.56_AM.png

  4. After the account is named you will be able to select the plan level for this subaccount.Screen_Shot_2021-06-11_at_10.24.35_AM.png

  5. Lastly you will review your selections and confirm the purchase.Screen_Shot_2021-06-11_at_10.25.45_AM.png

Managing your Subaccounts from the Parent Account

Once the subaccounts are created, as the Parent account you can manage your subaccounts in the admin panel. 

Purchasing additional users and usage from parent admin panel

  1. To add a user from the Parent Admin panel first select Manage Subaccounts, locate the subaccount you want to add users to and select Actions and Manage Plan.Screen_Shot_2021-06-11_at_11.06.09_AM.png

  2. Next select Update Plan Totals.Screen_Shot_2021-06-11_at_11.06.23_AM.png

  3. You will be able to update the subaccount user and usage totals for each of that subaccounts products. While you make adjustments to the plan the amount your payment on file will be charged will be reflected at the bottom of the page. Once you have made your changes, you can acknowledge them and select Request Plan Updates.Screen_Shot_2021-06-11_at_11.17.19_AM.png

How to impersonate a user

  1. Locate the Subaccount Switcher at the top left corner of the admin panel and choose the Subaccount you would like to impersonate.Screen_Shot_2021-06-11_at_11.08.06_AM.png

  2. You will now be logged in as an admin user, there will be a banner that indicates that you are logged in to a subaccount.                                                                                                           

    Note:

    All actions taken while a Parent admin impersonates a subaccount user will be logged as such internally. For example, if John Doe impersonates Jane Doe and deletes a form, we will log that deletion as being executed by John Doe.

    Screen_Shot_2021-06-11_at_11.08.33_AM.png

Managing Users and Usage as a Child Account Admin:

Child accounts depend on parent accounts to add user seats and usage. While they are unable to make changes directly to the account they can easily request changes directly to their parent account from the Formstack ID admin page.

 

How to request users and usage  

 

  1. While logged into a child account, on the admin page, select Billing & Plan Information on the left side panel then select Request Plan Updates.Screen_Shot_2021-06-15_at_12.01.04_AM.png

  2. On the right side menu, select the plan updates you would like to request and select Request Plan updates.Screen_Shot_2021-06-15_at_12.01.28_AM.png

  3. Your parent account administrator will receive an email describing the request with a link to allow them to easily make the requested changes.Screen_Shot_2021-06-15_at_12.08.50_AM.png

 

Communicating out to the parent account or submitting support ticket

As a child account admin user, you may have to reach out for support to either your parent account administrator or Formstack's support team. This is easy to do from the child accounts admin page.


To reach out for support, navigate to the Billing & Plan information page and locate the box labeled “Looking for some help”. From there you can contact your parent account administrator via email or create a support ticket directly to Formstack's support team.Screen_Shot_2021-06-14_at_11.23.51_PM.png

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