Add Users

Getting Started

  1. Download the Mobile App
  2. Submit a Form
  3. Review Your Data on the Portal
  4. Connect a Data Destination
  5. Add Users
  6. Dispatch Forms to a User
  7. Upload your Logo
  8. Customize a Data Source
  9. Build a Custom Form

 

About

Each ProntoForms account is intended for use on one mobile device.  To use ProntoForms on more mobile devices, add another user. When you add a user, you can control how much access users have to the web portal. Users on your team can also access your mobile forms in the app.

 

 


Watch the video below to learn how to add a user.

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Add a User

  1. Under the Users & Groups tab, select Create User.

    Create_a_New_User_1.png

  2. In the Account tab, fill in the new user's Username, Email Address, and Name.

     UserInfo.png

  3. Under the same heading, assign the user a Role. This will determine what control and how much access users have to the web portal.

     Role.png

  4. Also under Account, assign the user a Group. The user's Group determines what forms users have access to in the mobile app. 

    GRoup.png

  5. You can select Send Welcome Email on Create, which will notify the user of their new account.

    Once you're satisfied, scroll to the bottom of the page and click Create to save the user.

    Create_and_Email.png

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