How to add users to your account
To start, make sure that you have an available user.
You can add users if you have not activated all your available users. In the Home page, you will find the information ” 11 Active User(s) /11 Licence(s)” for example. This means that of the 11 paid users, 11 are active.
If you have activated the maximum number of users, you must take out a new subscription.
Note: You can renew your subscription by clicking on Licences renewal.
If you proceed you all see this page:
Complete all the available fields. Choose the username, the status of this user and the password.
From the Personal Information tab, you can edit his profile, set your user’s back office language, and add notes.
From the Customizable Fields tab, you can configure its custom user fields:
Note: If no Custom Field is created, this tab will not be visible.
From the Change Password tab, you can change the password and / or send an e-mail to the user to define it himself
From the Owner tab, you can define the group that owns your user’s profile; in other words, group leaders who may have to modify this profile. For example, if the North group owns our user, all group leaders belonging to the North group will be able to modify this profile. On the other hand, if the Corporate Account group is the owner, only the administrators will be able to modify this profile.
On the left hand side of the user profile, you can chose the status for the user:
1. User: He/she will be able to input data on his/her Kizeo Forms application, on Smartphone or Tablet, and also through web input.
2. Group leader: You can define the rights of the group leader by clicking on the icons below:
You can define the main group of the user under the Group Management tab
A group may have more than one group leader; therefore a group leader may manage several groups.
3. Administrator: Manages the Kizeo Forms account overall. It is the highest level.
Do not forget to validate. Your new user has been created! Think about giving him/her rights of access to forms !
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All your questions, comments and suggestions are most welcome!