What are sub-users?
Sub-users are additional limited-access users for your account.
Requirements
The sub-users feature requires a Business (formerly Pro 2) level or higher Formsite account.
Add a New Sub-user
On your account's "Sub-users" page, click the "Invite New Sub-user" button. Then, enter the new user's email address—an invite email will be sent to them. When you're finished, click the "Save" button.
The recipient will need to use the link in the invitation email to complete their setup. If the recipient doesn't receive the invitation email or waits too long and it expires, you can resend it by editing the sub-user and using the "Resend invitation" option.
Edit or Delete an Existing Sub-user
On your account's "Sub-users" page, use the list on the right to select a sub-user. Modify any settings. When you're finished, click the "Save" button. To delete a sub-user, select it and click the "Delete" button.
Deleted sub-users immediately lose all login access.
Permissions
A sub-user can be one of two user types:
- Admin: Full permissions for all forms, results, Workflows, other sub-users, and account billing.
- Limited: Permissions only to view and modify the forms you specify.
Limited sub-users can be assigned one of three permission levels for each form:
- None: The user has no access to the form and it won't show in their form list.
- Read: The user can only view the form and its results.
- Read/Write: The user can view and modify the form and its results.
Limited users with Read/Write permission on at least one form can manage files on your account's "Files & Images" page.
Note: There's not a way to give sub-users permissions for results only. To share results only, use Results Reports instead.
Two-factor Authentication (2FA)
For extra security, you can optionally require a sub-user to use two-factor authentication (2FA). After enabled, the sub-user will be prompted to set up two-factor authentication on their next login and, from then on, a code from their 2FA device will be required to log in.
If a sub-user loses their 2FA device, they'll need to contact you, or an Admin sub-user, to disable and then re-enable two-factor authentication.
Additional Information
The account owner's user (the username the Formsite account was created with) is separate from sub-users.
You can use your account's "Log" page to audit sub-users' actions.