25Oct, 2016
2Comments

How to create or add a new user

How to add users to your account 

In the back office

1st Step: Verify subscription

To start, make sure that you have an available user.

Your account

 

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.

  • Go to My account -> Subscription.
  • Click on +Buy/ Renew licences -> Add new licences.

buy renew licenses

Note: You can renew your subscription by clicking on Licences renewal.

  •  If this new user is occasional and you wish to make one or more complete months without coinciding with the current end of contract date, click on “Add new licenses on your account”.
  • The number of licences that you type in corresponds to the number of users that you wish to add.
  • You can choose the start date:
    – “For x months” allows a full monthly contract. This can occur in the middle of the current contract as there is an increase in activity for a few months.
    – “For x years” allows a subscription for a full year.
  • You can add a references.
  • Pressing Confirm will take you to the page where you can Proceed the checkout or Get a quote.

Add new licenses on your account

  • If this additional user’s contract must have the same end date as your initial contract, do “Add licences with the same end-date”. 

Add licences with the same end-date

The number of licences that you type in corresponds to the number of users that you wish to add. In this case, you wish to add 2 users.
  • You can choose the start date.
  • You can add a references.
  • Pressing “Confirm” will take you to the page where you can “proceed the checkout”or “get a quote”

 

If you proceed you all see this page: Select the payment mode

  • Carefully check the information displayed before continuing.
  • Continue ordering or select the payment method, given that Paypal allows you to pay by credit card without necessarily having a Paypal account.. The licences will be activated when the Kizeo team receives the payment.

2nd Step. Create your user.

  • Go to My Users on the online platform
  • Click on Create a user.

Create a user

Complete all the available fields. Choose the username, the status of this user and the password.

Create a new user Kizeo Forms

  • Once you completed this first step you can either confirm it by clicking the Confirm button or go to Advanced Settings to put more details about this user. Even if you click Confirm now, you will still be able to add information later on by clicking on the green pencil icon to modify your user.

From the Personal Information tab, you can edit his profile, set your user’s back office language, and add notes.

Modifying users forms

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.

Customizable fields

From the Change Password tab, you can change the password and / or send an e-mail to the user to define it himself

reset password

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.

Owner settings

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:

  • By clicking this icon usuarios formularios digitales you will allow your group leader to create/modify users.
  • By clicking this icon  you will allow your group leader to create/modify user groups.
  • By clicking this icon formularios digitales kizeo forms you will allow your group leader to create/modify forms.

You can define the main group of the user under the Group Management tab

Group management

 

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 !

Do not hesitate to comment on this article!
All your questions, comments and suggestions are most welcome!


There Are 2 Comments

  • Nuno Marques

    08 Jan, 2018

    Dear Sirs,

    We create an account for a project, but the survey thar was implemented by the client didn’t finish. So I would like to transfer the survey to the client’s account (still doesn’t exist).

    Our Account is SEUREC5 and we would lihe to transfer “Recenseamento clientes – AEM” survey.

    Best regards,
    Nuno

    • Silvia Arellano

      08 Jan, 2018

      Dear Nuno,

      Thank you very much for your message.
      For you to see the transferred messages and save them, you need to go to the “Reception” tab of your mobile application.
      If you want us to transfer the forms once again we need to know the login of the user.

      Could you give a me phone number so I can contact you directly?

      Do not hesitate to contact us, shall you require more assistance.

      Kind regards,

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