Using the Users Page

How to use the Users page

Before creating forms, it's recommended to set up your users. While this can be done later, forms cannot be accessed until users and roles are configured.

The Users page displays all users set up in the system. Click any user in the list to edit their settings. You can perform mass updates for active or inactive users. Only unlicensed users must be updated individually.

To open the page, click Users from the Administration menu.

From the Users page you can search for a user, add users, import users, download the User Report and sync users to retrieve information from Azure Active Directory (Azure AD) for Single Sign-on (SSO).

Additionally, by clicking the three vertical dots next to a user entry, you can remove the user or change their license status.