FAQ's

How can I see User logs?
If you are the Super administrator of the Formitize account, or have the administration permissions required, you can go to Admin > User Logs. This will ...
Tue, 5 Nov, 2024 at 9:17 AM
What is the Main User Group?
Every User needs to be assigned to at least one User Group, due to a few of Formitize's features requiring User Group Permissions to be set (to determin...
Thu, 18 Jul, 2024 at 11:30 AM
How do I edit / change my Username and Password?
To change your login details, in the Web Portal click on your User AvatarĀ (located in the top right corner) > My Profile. You will then be ta...
Tue, 5 Nov, 2024 at 9:15 AM
What is the best option for Usernames?
With our Single-Device Access Policy, our support team are able to work more efficiently to assist you and your Users with any issues that you may be coming...
Thu, 13 Feb, 2025 at 12:07 PM
How / Where can I upload User documents? (license, etc)
Documents related to your Users can be uploaded to your Formitize account, either to keep on record, or for use within forms. This could be licenses, photos...
Fri, 21 Feb, 2025 at 12:22 PM
Where can I upload a User's Qualification documents?
User Qualifications can be uploaded to Formitize via the Web Portal. Go to Admin > All Users > select the edit arrow for the User > select the ...
Fri, 21 Feb, 2025 at 12:53 PM
Where do I upload Training documents for a User?
You can keep a copy of a User's training documents on your Formitize account by uploading it over the Web Portal. Go to Admin > All Users > se...
Fri, 21 Feb, 2025 at 1:42 PM
Where can I find a list of all User resource documents that have been uploaded?
You can find all of the documents that you've uploaded for Users (such as qualification, training, licenses, registrations, and so on) in the Web Portal...
Fri, 21 Feb, 2025 at 1:50 PM