Adding Users in the New Admin Panel
On the User Management page of the Formstack Admin Panel, Platform Admins can access a list of all users across the products to which they subscribe and invite new users.
Platform Admins can invite new users to an account. To do this, click the ‘Add Users’ button.
(Note: At this time, users can only be added one at a time).
On the following modal, enter the email address of the user, assign the platform role (Basic or Admin), and decide which to products the user will have access.
Next, set the product-specific permissions (unless a participant user) for each product the user was provided access to and click ‘Add User’.
An invite will be emailed to the new user (learn more here) and they will display in the Admin Panel user table as a Pending user.
If needed, Platform Admins can resend the invite to the user by clicking the Actions icon and choosing ‘Resend Invite’.