FAQ’s – User Groups

The Formitize system allows you to create and manage users into different groups, for example your Sales Team, Admin Team and Management Team.

 

Creating and Assigning User Groups

You can create different User Groups and then assign individual Users to one or more Groups. Groups are a useful way to assign different Forms and Resources to different user types. For example, you may have a Technical Team and a Sales Team that use different forms and resources. To avoid confusion you can create a Technical Group and a Sales Group, assign the Users to the relevant Group and then assign the Forms and Resources to the relevant Group so that Users can only view items relevant to their job role. You can also filter the scheduler to show different User Groups.