Manage Users and Permissions

As your business grows, there will be an increasing demand for more forms and data. Formstack's Users and Groups feature can help you stay in control by letting you manage users and permissions across your entire account. Set permissions for people individually, or save yourself some time by assigning permission levels to entire groups at once.

Control access to your account on multiple levels, including:

Global Permissions

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

Folder Permissions

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

Form Permissions

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

Theme Permissions

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

Integration Credentials

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

How It Works

Managing permissions is easy! To access permission settings, go to the Users and Groups panel by logging into your account, clicking the My Profile icon at the top right of the Formstack screen, selecting "Users and Groups" on the lefthand side, and clicking the Add User(s) button.

There are many different permission types you can use depending on whether you're setting permissions at the global, folder, form, theme, or integration level. For more in-depth information, check out this Help article.

User Permissions

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

Control access to your account on multiple levels, including:

How It Works

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