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User Permissions
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User Permissions
Formstack For Salesforce
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Features
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User Permissions
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Features
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User Permissions
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Features
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User Permissions

Keep your users organized

Easily manage users and permissions for your forms, folders, themes, and integrations.

Watch The Overview

Stay in control

With business growth comes the need for more forms and data. Formstack's Users and Groups puts you in control of your entire account. Set permissions for people individually, or save time by assigning permission levels to entire groups at once.

Invite seamless collaboration

Formstack lets you add multiple users to assign roles and permissions like a pro. Easily give users only the access they need.

Easy-To-Use

Allow users to build forms, create themes, or have full admin access to your account.

Personalized

Grant permissions for a user to edit or view forms that are in a specific folder.

Intuitive

Give team members access to individual forms that are relevant to their role or department.

Collaborative

Efficiently collaborate on form design by setting permissions for individual themes.

Simple

Let users set up integrations for forms with credentials already stored on your account.

How It Works

Set User Permissions for your forms in three easy steps:

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Step 1: To access permission settings, go to the Users & Groups panel under the My Account icon in the right-hand corner of the form builder.
Note: You must be an admin user.

Step 2: When you see the list of users within your account, select a user to edit their permissions. You can set permissions on the global, folder, form, theme, or integration level.

Step 3: If you’d like to grant rights to an entire user group, select the “Edit” button next to the appropriate user group under “Groups,” and tweak the settings under “Group Permissions.”

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For more in-depth information, check out this help article.

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User Permissions
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