Enterprise/Compliance Cloud 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.


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...
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