User management

Snapforms’ Business, Professional, and Enterprise customers can give their team members access to view, create, and edit forms.

When you add a user, you can create a unique Snapforms login and apply different access permissions for individual forms.

Add a user

1. In the main menu, click Users.
2. Click Add User.
3. Enter the user’s name and email address.
4. Create a strong password for this user.
5. Re-enter the password to confirm password.
6. (Optional) If you want to restrict user to creating draft forms only, click the checkbox.
7. Click Save.

Delete a user

1. In the main menu, click Users.
2. Find the user in the list and click Delete.
3. If you’re sure you want to delete this user, click Confirm.

Disable 2FA for a user

In the event that a sub-user loses their 2FA device and is unable to log into Snapforms, Admin users can remove 2FA from the sub-user’s account.

1. In the main menu, click Users.
2. Find the user in the list and click Edit.

Click Remove 2FA.

Allow user to access a form

1. 1. Open the form in Edit mode.
   2. Go to Form Settings > Security > Internal User Permissions.
   3. Select the user from the dropdown list.
   4. Select the user permission for this form:
      • View Only – allows the user to view the form setup, but not edit it. Forms responses can also be viewed.
      • View and Edit – allows the user full access to view all areas, and edit the form setup.
   5. Save your form.