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Account Management

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Account Management

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18 results found

  1. Ability to have form group visibility based on User groups not on Template folders. This makes it very difficult for Admins to structure group permissions when they want to limit users on viewing other groups' forms.

    31 votes

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    We're excited to announce that the "View member's Forms" permission is now available to all accounts. This new Template folder permission allows for more precise organization of your users and groups. To explore all the group permissions we offer, please review this article.

  2. Have permission to delete based on the template folder instead of the user group. Basically, "Delete Forms" should be a third column next to "Use templates" and "View all forms" in the user group settings.

    Our users are getting drowned in drafts they can't delete. I'd be happy to let them delete forms from some folders, but not others. Unfortunately the option isn't that granular...

    5 votes

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  3. The Export Users feature exports most fields in the Profile but not the Phone Number.

    2 votes

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  4. Create a permission level that allows users to add users, but not access templates and datasources. Like a "user admin" level.

    5 votes

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    We introduced a new permission for User management. To manage this, go to a group, click the settings icon, and then toggle the User Management permission (listed under "Management permissions").


    This permission allows non-admins to manage specific user-related tasks, such as adding users to the account, moving users between groups, and activating or deactivating users. As a note, this permission does not allow non-admins to create nor modify account administrators.

  5. The chat box pops up on the right side of the screen and covers the information that we are typically looking at and updating. consider moving it so that you don't have to keep bouncing back and forth can be annoying as you can't see both at the same time

    6 votes

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  6. Allow admins to create links to templates/reports etc that they often access.

    4 votes

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  7. Allow admins to hide / filter deactivated users from the Users & Groups page.

    9 votes

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  8. Ability to log in to and access multiple GoFormz accounts with a single email and password.

    18 votes

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  9. Ability to add users to your GoFormz account by uploading a CSV

    12 votes

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  10. Allow accounts to customize their password reset cadence

    4 votes

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  11. The GoFormz website shortcut for F is also triggered by Ctrl+F, which is the shortcut in most browsers for find on page. It would be better if Ctrl+F did not trigger the GoFormz shortcut.

    1 vote

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  12. Add the support for non-admins (those who are not in the Administrator Group) to be able to access and edit the Workflow tab.

    8 votes

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    We introduced a new group permission for Workflows. To manage this, you would go to a group, click the settings icon, and then toggle the Workflow permission (listed under "Management permissions"). This allows administrators to grant or revoke full access to Workflows for the entire group of users.

  13. Add the ability to bulk assign users to a specific group.

    8 votes

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  14. Add permission controls to the ability to delete draft forms. This also included the ability to only delete a form if it is in draft status, but not if it is in completed status.

    6 votes

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    We introduced a new permission allowing users to Delete drafted Forms. To manage this, go to a group, click the settings icon, and then toggle the permission (listed under "Form permissions"). This permission is available on web and on the latest version of the GoFormz mobile app (4.0.780).

  15. Ability to expose the password after you've typed it in on the login page.

    1 vote

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  16. Add the ability to bulk assign groups to Templates.

    6 votes

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  17. Add export options for complete billing history.

    5 votes

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  18. A report for the last time all users logged into their account

    1 vote

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