Adding a User

How to add a user in FormsPro

Users are the people in your organization using FormsPro. Everyone using the administrator site and/or the FormsPro mobile app need to be set up as users.

1. From the Administration menu, click Users to open the Users page. In the upper right, click (Add User). The Add User window appears.
   
2. Enter a username and display name for the user you are setting up. The username is for signing into FormsPro on the device or the FormsPro administrator site for administrators (if you use both, the same username can be used). The display name is shown on the other pages and windows on the administrator site.
3. Create a default password for the user to use when logging in. We recommend that users change their password after the initial login.
4. Enter an email address. Emails are required and are used on the email setup for a form.
5. If this user will be using the administrator site, mark Administrator. The Admin Permission field becomes enabled. Select the permission type for the user.
   If the Administrator option is not marked, this user cannot access the FormsPro administrator pages to create and manage forms for your organization.
6. Specify the license status for the user:
   Mark Licensed if the user is licensed, then specify Active or Inactive. Inactive licensed users count towards your user count.
   Mark Unlicensed if the user is unlicensed. Keep in mind the unlicensed user count when a group of AD users is added by syncing the users. For example, you have 200 licenses and 30 already exist in the system. You sync 200 in the Sync Users window. The last 30 of those are unlicensed since you cannot go over 200 licenses.
7. Click Roles to open the Roles tab and assign roles to this user. A user can have multiple roles.
   
8. Click Save to save your changes.