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How can we improve your GoFormz account management experience?

Account Management: Adding/Editing Users & Groups

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Users - Create a client only view

Add a view for clients to be able to view specific Forms, set by permissions, and a temp username

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Brandon Carter shared this idea  ·   ·  Report…  ·  Admin →
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  • Jon Hall commented  ·   ·  Report

    Hi Greg/GF Team-- I think this idea is cool and has some merit. Please contact me and I can provide some feedback and ideas about how this might be pursued on our accounts, and possibly provide an idea on how it could be achieved. Probably best discussed through a call. Can reach me via contact with Tiffany.

  • Kalvin Black commented  ·   ·  Report

    I would like a way to create a "Customers" group that would allow me to set a login for my customer so he can view reports generated for his business. This would require a way for me to set the forms that each customer can see, a search criteria that would only show forms with that customer's name on it.