User Administration 


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Overview

As an administrator of your Enterprise or Compliance cloud instance, you have the ability to add, delete, restore, or edit users.


Requirements

For information on upgrading, please contact our Sales Department at sales@formassembly.com.


Accessing the Admin Dashboard

To perform the tasks below, you will need access to the admin dashboard. This can be found by going to the dropdown menu next to your name, at the top of the FormAssembly app. From here, you'll be able to select "Admin Dashboard"


Adding a User

  1. Browse to: Admin Dashboard | Users
  2. Click Add New User on the left side menu.
  3. Set the Authentication Type to FormAssembly.
    • For On-Site instances, set it to Local Database unless you’re planning to delegate user authentication to a LDAP directory.
    • A local database setting indicates that passwords are stored locally and the application authenticates users directly.
    • Please note that FormAssembly only offers Salesforce SSO for the SSO option under Admin Authentication Type.
  4. For Role, select from the list of available roles.
    • Different roles have different permissions in the application. See Roles & Permissions if you need to create a new role.
If you are interested in increasing your user quota, please see our section on Account Management & User Quotas.
 
Note: There is a fee associated with increasing your user quota. Please contact your account executive for information.  If you do not know your account executive, please reach out to our support team for assistance.

Importing from a LDAP Directory (or Windows Active Directory)

  1. Browse to: Admin | Users
  2. Click the Import LDAP User button in the top right-hand corner of the page.
  3. Ensure that the LDAP directory is configured (see FormAssembly On-Site Setup Guide).
  4. Have the UID (known as "Account Name" in Active Directory) of the user to import.


Deleting a User

  1. Browse to: Admin Dashboard | Users
  2. Select the user you would like to delete, either from the list or through the Search.
  3. Click the Delete link.
  4. Enter a reason for the deletion and confirm the deletion.

Note:

  • Forms that belong to a deleted user will no longer available, and the application will no longer accept response submissions for those forms. You must move the forms to another active user before deleting the owner.
  • A deleted user may no longer log in and access his or her data.


Editing a User

  1. You may change the username, role and other options.
  • Browse to: Admin Dashboard | Users
  • Select the user you would like to edit, either from the list or through the Search.
  • Click the Edit link.
  • Click Apply when finished.


Restoring a User

  1. Click the Show deleted users link in the users list.
  2. Click the Username or the Edit link for the desired user.
  3. On the User Detail page, click the Restore User link.

Once the account is reactivated, all forms and all previously received responses will become available again.


Changing/Replacing an Account Admin

If you need to change the admin listed on your account, you can edit your existing admin's information in order to update it.  All FormAssembly forms will then be under the new admin's account.  Please make sure that your new admin has access to your FormAssembly account prior to leaving your organization or changing roles.

You will also need to contact our support team so that we can update your account information in our customer database.

You also have the option of replacing your admin account by deleting your current admin account and creating a new one.  This can be a more difficult process in terms of moving forms from the old admin account to the new one.  We highly recommend contacting our support team to help you move through this process.

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