Create Users
Add users with the essentials (name, email, phone, role) in a quick, structured flow that ties straight into app-level permissions. Everyone starts with the right level of access from day one.
All features
Secure
Team Roles and Permissions
Give every teammate the right access from their first day to their last
Key benefits
- Granular permissions
- Role-based access
- Activity logging
- Secure offboarding
Ideal for
- Team management
- Compliance requirements
- Security audits
- Staff turnover
6 capabilities
What Team Access includes
Give each teammate a clear role, the right workspace access, and only the data permissions they need. Admins create users, assign them to applications, and set exactly what each person can see. Record-level access means people only reach the data tied to their own work. When someone leaves or a security event comes up, you can deactivate them on the spot without losing their history. Activity logs show who did what, so the platform stays secure, organized, and audit-ready, which matters most for teams handling sensitive information at volume.
Assign Apps & Roles
Give users an Admin or FormWizer role per application, so each person reaches only what their job calls for. Clear role-based control keeps the platform secure and rules out accidental changes or access no one intended.
Record Access Permissions
Choose whether a user sees every record or only those tied to their assigned primary users. It keeps sensitive recipient data walled off, the right setup for teams handling confidential client or employee information.
User Status and Offboarding
Activate, deactivate, or restrict a user without erasing their history. Deactivated users can't log in but still appear in the audit trail, which makes staff turnover easy to manage without losing the record.
Deactivate/Delete User
Deactivate someone temporarily or delete them for good. Deactivation keeps their records; deletion cuts off access entirely. Both help keep your user list clean during a restructure or when someone moves on.
Activity Monitoring
Review what each user has done: login attempts, template sends, edits, updates. The log makes misuse or mistakes easy to spot early and keeps you covered on compliance and governance.
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