Adding a User in FormAssembly

Part 1 - Create the User in FormAssembly

1. Navigate to the FormAssembly application and select the Manage Web Forms tab.
2. You should see your User on the left-hand side, with the option to click for a dropdown menu. Select Admin Dashboard from that dropdown.
3. Select Users from the left-hand navigation panel.
4. Click Add New User
5. Fill out the following information:

• The username should be the same as the User’s SalesForce username.
• Authentication type: FormAssembly
• Password: Targetx1001 (this allows consistency should we need to troubleshoot your account with FormAssembly. This password will not be required by the User as they access their account through Salesforce Single Sign-On)
• Role: Administrator
• Email: Individual User’s email address
• Channel: Select N/A from the Channel dropdown.

6. Click Register
7. After the User has been created, Edit the user record to reflect first name, last name, and timezone.​

Note: You will only be able to add a user if you have additional FormAssembly licenses available to use. If you have questions about the number of FormAssembly licenses available or how to purchase additional licenses, please contact a member of your account team.

Part 2 - Grant Access to Forms

Once the User is created, you need to enable the licensed User to access the forms you create. For each form that should be shared with the licensed User:

1. Navigate to the Manage Web Forms tab.
2. Click Configure > Collaboration on any of the forms. (You can do this once, then copy permissions to the other available forms).
3. Enter the username(s) of users who should have access. If you are entering multiple Users, separate each User with a comma.
4. Select the desired permissions you would like to provide to the User.
5. Click Add.