If you’re new to managing a team of GoFormz users (or just in need of a quick refresher) the following fast-facts and tips are a must-read.
Managing a GoFormz account encompasses a variety of areas, including:
- Subscription & Billing
- Users & Groups
- Account Settings
We’ll take a quick look at each of the above account management categories, and map out what can be accomplished within each.
Subscription & Billing
Here you can view and edit your account’s subscription and billing preferences, including your number of licenses. You can also make changes to your credit card information.
Users & Groups
GoFormz makes it easy for you to understand and alter permissions, and structure your account based on your operational hierarchy. Permissions are applied at a Group level, and control what Templates, Reporting, and other functionalities, Users can access within GoFormz. Within the Users & Groups controls, Users can also be easily deactivated.
GoFormz is currently rolling out a revamped and redesigned User Management experience, including a new user interface, the inclusion of ‘Child Groups’ (a group of additional permissions, within another group) and the ability to reactivate Users directly from the web.
The ability to modify account settings allows your team to quickly edit Report export settings and Workflow Automations. For example, within account settings, you can enable your account to automatically email a form copy once completed, to specific emails.