Safely share access to your Formsite account with others using the Sub-Users feature. This allows you to set up Sub-User accounts with limited access for form management and reporting. You can grant admin, read-only, or read/write access to one or more forms and their results. Highly-configurable views, notifications, permissions, and tracking allow form owners to manage Sub-Users without hindering access or performance.
The administrator-level Sub-User accounts allow for nearly the same level of control you enjoy, but without the ability to completely take over your entire Formsite account. This is especially helpful when delegating management of your Formsite activity, but still need to retain control of your account. For example, you can give different departments the ability to create their own forms and set up assistants with report-only permissions to gather performance results.
Admin Sub-users have access to the entire account except for the User menu -> Profile page. Limited Sub-users are restricted to specific forms and also cannot access Workflow pages.
Sub-users with admin permissions can create and edit forms, and limited permissions Sub-users have a setting to allow creating forms. Limited Sub-users can edit forms where they have read/write permissions, but not read-only or no permissions.
Sub-users with admin permissions can view, edit, and delete results for all forms. Sub-users with limited permissions can view results for permitted forms, and read/write permissions allow for editing and deleting results. Forms with no permissions and read-only permissions prevent editing and deleting results.
No, Sub-users have access to the form editor, settings, integrations, etc. For results-only access, use Results Reports instead of Sub-users.
Yes, contact our support team to increase the number of Sub-users for your account.