Administrators can see the list of all users and manage them. User details such as Name, Email, Teams users belong to and their role can be modified.
From the user tab, Administrators can add new users, modify users, reset their password and assign users to teams.
Administrators can also allow users to select their own password or set a default one and email it to them automatically.
To create a new user, click on the
Add (+) icon in the bottom of the screen and enter the required details of the new user such as First Name, Last Name, Email, Assign a role and optionally set a password. Users can also be added to teams they work for / belong to. Administrator can also assign a user one of the three roles- Admin, Manager or User based on their job function.
By selecting a user in the list, Administrators can view user details, role and the teams the user belongs to. Administrators can update user details, change user role and add or remove from teams.
Admin can easily search for particular users by entering a partial user name in the search bar. This is particularly useful when you have a large number of users and need to quickly access a user.
A user can be assigned to one of the three roles:
Users of all roles can fill forms using the Forms App.
Upload a CSV file using the
Upload File option to bulk create users.
Teams allow multiple users to collaborate on the same forms and formsets. Teams are created by Administrators. Users cannot join or leave teams, only Administrators can Add/Remove users from teams.
To create a new team, click on
Add (+) icon in the bottom of the screen and enter the required details like Team Name, Description and assign the Team Manager.
To add the users, click on the Team Name to display existing user details. Now click on the
Add (+) icon in the bottom of the screen. Enter a part of the user name to auto search and display matching users. Select the user to add to the team.
Forms / Formsets can only be assigned to the teams. Select form to assign after clicking the (+) icon and assign.
In case only one user needs to work on a form, you will still need to create a team and add that user to the team to assign the form.
The list of the teams is displayed along with no. of users, no. of forms etc. To see the details about a particular team, click on the team name and you will find User details, Forms, and Formsets etc.
Use the search bar to type a part of the team name to find the desired team.
Admins can delete teams as required. Select the team(s) in the list and then click on delete teams near the search bar to delete.
Once teams are deleted, their associations with forms etc are all removed. Users, Forms and submitted data are not deleted.