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Admin Guide

Go behind the scenes of FormAssembly and learn how to manage forms, users, and features like Data Retention to remove sensitive data from your FormAssembly Enterprise or Compliance Cloud account.

If you are unable to view the articles of the Admin Guide, please contact your Enterprise or Compliance Cloud Administrator for assistance.

If you are not on an Enterprise or Compliance Cloud plan and would like more information, please contact our Sales Department at sales@formassembly.com.

Articles

Upgrading to Enterprise

Learn how you can upgrade to a FormAssembly Enterprise account.

I've upgraded to Enterprise. What's next?

Learn what steps to take now that you've upgraded to an enterprise FormAssembly account

Transitioning to a New FormAssembly Administrator

Learn how to transfer to a new FormAssembly enterprise administrator

Enterprise Administrator Training

Watch our training video for enterprise administrators

Role Permissions

Overview Administrators can customize role permissions to specify the options and functionalities that users can access based on their assigned role. If a user attempts to access an option that they don't have access to, they will see the messa...

Admin Guide

User Management

Forms Management

Managing FormAssembly

Articles