There are two types of users in the platform, one is Team Members who have access to the console, and the other are App users who have access to one or more apps.
Form more on Team Members check out the article here.
App users are the people who are able to access Private forms by logging into an app. Private forms are only able to be accessed by authenticated App users.
Create a App User
1. To add a new App user click "Apps" side menu to view a list of your apps.
2. Click the "Manage" button on the app you want to add the user to.
3. Navigate to the "User" tab.
4. Click the "Add User" button in the bottom right of the screen.
5. Enter the email address of your user and click save.
When a new app user is added to an app they are provided with a temporary password. This is used when first logging into the app. Once the temporary password is used to login the app user will be asked to set a new password. Temporary passwords last 14 days, if the temporary password is not used within those 14 days, then it will expire and a new temporary password will need to be sent to the app user.
Temporary Password Status
When a new user is added to an app the icon next to their user will show as an orange hourglass. This means the user has not logged in to the app and their temporary password has not expired. When the temporary password expires the icon will change to a red padlock. When this happens the user will not be able to login and a new temporary password will need to be sent. To send a new temporary password to the user, click the Resend password button. This will send an email to the app user with a new temporary password lasting another 14 days. Alternatively the App user can go through the password reset process, this will send the app user a verification code which can be used for the password reset process.
If you would like to remove an App user click the trash icon to the right of their email address. You will be prompted to confirm before deleting.
When adding and removing users you will require the User management permission to be enabled. See the Roles Article for more details.
Instead of using the Out of the Box user authentication you can integration with your existing user management service using the SAML 2.0 integration. This can be user to integration with services like Active Directory and Auth0 form more information on them check out there articles.
App Users are also able to authenticate using Google. When adding a new user make sure to select the login with google option. This will ensure the app user is not sent a temporary password and the user will be able to login with google.
You can configure a sending email address for any emails sent from the app, such as the welcome email that is sent to new app users. By default, app emails are sent from email@example.com. Do note that you will need access to the email address you set as the sending email, in order to verify it.
Only App Users are able to see authenticated forms.
If an App User wants to access an authenticated form they must first login via a login button in the forms library.
Was this article helpful?
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
We appreciate your effort and will try to fix the article