What are Sub-users?
Sub-users are additional limited-access users for your account.
Requirements
The Sub-users feature requires a Pro 2 level or higher Formsite account.
Create a New Sub-user
On your account's "Sub-users" page, click the "New" button. Then, set the user's login information and permissions. When you're finished, click the "Save" button.
Edit or Delete an Existing Sub-user
On your account's "Sub-users" page, use the list on the left to select a user. Modify any settings. When you're finished, click the "Save" button. To delete the user, click the "Delete" button.
After a user is deleted, they'll immediately lose all login access.
Permissions
A sub-user can be one of two user types:
- Admin: Full permissions for all users, forms, and results.
- Limited: Permissions only to view and modify the forms you specify.
Admin users always have full permissions, similar to the account owner. Limited users can be assigned one of three permission levels:
- None: The user has no access to the form and it won't show in their form list.
- Read: The user can view the form and its results.
- Read/Write: The user can view and modify the form and its results.
You can set a user to "All Read" to give them Read level permission to every form, "All Read/Write" to give them Read/Write level permission to every form, or "Individual" to set permissions individually for each form.
Limited users with Read/Write permission on at least one form will have access to 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.
Logging in
Sub-users must log in on the sub-user login page. You can get a shortcut link to your account's sub-user login page by copying the "Login URL" shown near the top of the page. Distribute this link to your sub-users.
Sub-users can also get to the sub-user login page from the main Formsite login page by clicking the "Sub-user login" link under the login area. On the sub-user login page, the user must enter your account's URL Directory in the "Directory" field. Your URL Directory is the same directory that appears in your form links. It can be set on your account's "Profile" page.
If your users report trouble logging in, first verify they're using the sub-user login page.
Additional Information
The account owner's user (the username your account was created with) is separate from sub-users.
You can use your account's "Log" page to audit sub-users' actions.
