User Management Common Questions
PLEASE NOTE: These instructions are used specifically for the new User Management interface.
If you’d like to discuss upgrading to the new User Management interface, you can chat with one of our agents below or send an email to email@example.com and someone will reach out to you ASAP.
Table of Contents
What is User Management?
The new User Management interface offers a brand new way to create, edit and manage your iFormBuilder users and user groups. User Management, which operates through our Zerion Identity Management, gives you much more control over what users can see and do. By assigning users different policies, each with its own fine-grain permissions such as form building, managing users, creating user groups, and more. The new User Management interface provides you with the flexibility needed to create the best user experience.
How do I access the User Management interface?
To access User Management, please follow the instructions below.
STEP 1. Log in through the iFormBuilder Admin Portal.
STEP 2. From inside the portal, hover over the Users tab and select User Management.
You'll only see this option if you have the proper permissions.
You'll be taken to the User Management interface.
If you don't see the Tutorials tab, please talk to a support agent about getting Walk-Me installed in your environment.