James Allen

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Activity overview

Latest activity by James Allen
  • James Allen created an article,

    FSID Admin Panel Overview

    The Formstack Administration site is your one-stop for all Formstack user and account settings. Access your Admin site to do the following:  1. Profile: On this page, you can: Edit your person...

  • James Allen created an article,

    Changing Your Account Time Zone

    To change your user’s default time zone, first log into your Formstack account. Then click on your name in the top right corner of the header. Select ‘Update your profile’ if you’re an Admin or ‘Ma...

  • James Allen created an article,

    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 Administr...

  • James Allen created an article,

    Changing Your Formstack ID

    To change your Formstack ID (the email address you use to login to your Formstack products), first log into your Formstack account.  Then click on your name in the top right corner of the header. S...

  • James Allen created an article,

    Updating Your Formstack ID Avatar

    To change your Formstack ID avatar (the profile picture you use across Formstack products), first log into your Formstack account.  Then click on your name in the top right corner of the header. Se...

  • James Allen created an article,

    Retrieving a lost Password

    If you forget your password, you have two options to begin the password reset process. 1. Click ‘Forgot Password’ on the login screen. Navigate to a Formstack product login screen and click “Forgot...

  • James Allen created an article,

    Accepting a New User Invitation

    Once a Platform Admin has invited a new user to the Formstack Account, an email will be sent asking them to accept. Brand New FSID User After accepting the invitation by clicking the button in the...

  • James Allen created an article,

    Editing Users

    Within the Formstack Admin Panel, Platform Admins can edit particular settings of the users on their account. Just click on the ‘Action’ icon next to the user you want to edit. This will take you t...

  • James Allen created an article,

    Removing a User

    There are a couple of ways a Platform Admin can remove a user from your Formstack Account. From the User Management Panel Click on ‘Actions’ icon next to the user to remove and select ‘Remove’  If...

  • James Allen created an article,

    Adding Users in the New Admin Panel

    Adding Users in the New Admin Panel On the User Management page of the Formstack Admin Panel, Platform Admins can access a list of all users across the products to which they subscribe and invite n...