Adding Participant Users

Adding Participant Users in the Admin Panel

 

Platform Admins can add Participant Users to their account in a few, easy steps. These users can only participate in Workflows and cannot view forms on the account.

 

First, navigate to the Administration Site >  User Management.

 

On the User Management page, click ‘Add Users’. (Note: At this time, users can only be added one at a time).

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On the following modal, enter the email address of the user, assign the platform role (Basic or Admin), and under Product Access choose ‘Formstack’. Then, click ‘Add User’.

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Changing an Existing User to a Participant

 

On the User Management page, find the user you’d like to change and click on their avatar to edit the user.

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Next, under Product Access, select ‘Formstack Participant’ and click ‘Save Changes’

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View Participant User Usage

 

To view your account’s Participant User usage stats, navigate back to Formstack and click on the Account Usage page.

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