Setting up Admin Information

How to set up admin information

In order to use FormsPro you need to set up users, assign permissions, assign roles and assign teams (if using workflow-optional) using the Administration menu in the FormsPro Admin site.

1. Users are the people in your organization using FormsPro. You need to set up users so that you can create and access forms.
2. After setting up users, manage access to the FormsPro Admin site by assigning permissions to the users.
3. Forms are role-based. Assign a role to each user so that when the user logs into the FormsPro app, the forms assigned to their role are displayed on the device.
4. If using workflow, you can assign a user to a team. Teams help provide a list of users that can be selected during a workflow either as a group or individually.