Admin Panel

TABLE OF CONTENTS

• System Requirements
• Review and update your browser
• Parent Account - Sub-Account Model
• Account Settings
• Homepage Overview
• App Actions
• User Management(Admin or Standard with user management permissions)
• Billing & usage(Admins Only)
• Quick Paths
• Recommended Widget
• Editing the Homepage
• Frequently Asked Questions
• Labs/AI Feature Toggles

System Requirements

Browser

Formstack is fully web-based and hosted on our servers, so there's nothing to download or install. You can use Formstack on a Windows, Mac, or Linux computer as long as you're using a supported web browser and have an Internet connection. Below is a list of supported browsers as well as the minimum version that's required to run Formstack: 

• Firefox - (Minimum Version 27 - 119) Recommended

• Google Chrome - (Minimum Version 29 - 118)

• Safari - (Minimum Version 7 - 17)

• Opera - (Minimum Version 16 - 103)

• Internet Explorer 9.0+ - Not supported by Formstack after December 14th 2021.

• To see more information on your browser version and how to update it if needed, please click here. 

• Formstack requires a browser that is compatible with Transport Layer Security(TLS) 1.2. For a full list of which browser versions are compatible, you can find more information here . 

Browser Settings

You must also have JavaScript and cookies enabled in your browser.

Instructions for enabling cookies:

• Firefox
• Google Chrome
• Safari
• Opera

Note: While Formstack will work with older browsers, we do recommend keeping your browser updated to the latest version for the best possible experience. As an example, you can download the latest version of Firefox here  or use this article to find where you can update your current browser. 

Mobile

Formstack forms also work on all smartphones and mobile browsers that support JavaScript. Our forms detect if a user is on a mobile device and display a mobile version of your form to them automatically.

Clearing Your Cache

From time to time, you may need to clear your cache when we make updates to the platform to make sure you are using the current version. Here are instructions to clear your cache on the particular browser you use:

Chrome:

• Go to chrome://chrome/settings/clearBrowserData

• Check “Empty the Cache”

• Choose “From the Beginning of time”

• Click “Clear Browsing Data”

Firefox on OSX:

• On the menu bar, click on the Firefox menu and select Preferences

• Select the Advanced panel

• Click on the Network tab

• In the Cached Web Content section, click “Clear Now”

• Close the Preferences window

Firefox on Windows:

• Go to Options (if you’re running recent versions of Firefox, you click the orange Firefox button, then go to options, and then options again)

• Click “Advanced”

• In the Cached Web Content Section, click Clear Now.

Safari on OSX:

• Click Safari

• Click Reset Safari

• Uncheck everything but “Remove All Website Data”

• Click Reset

Safari on Windows:

• Click the Cog on the right side of the search bar

• Click Reset Safari

• Uncheck everything but “Remove All Website Data”

• Click Reset

Opera:

• Click Opera

• Click Preferences

• Click Advanced

• Click History

• Click the “Empty Now” button in the same row as Disk cache

Review and update your browser

For the best experience with Formstack, we strongly encourage Users to maintain the most up-to-date version of their browsers.  Regularly updating your browser to the latest version is important for both security and ensuring that web pages load properly.

Finding & updating your browser version 

Chrome

• Open Chrome
• Click Customize and control Google Chrome (the wrench icon) and then select About Google Chrome. The browser version will be displayed on the information screen.
• Additional instructions for browser settings can be found here
• Update to the latest version of Chrome here

Mozilla Firefox

• Open Firefox
• From the menu bar, click Help and then select About Mozilla Firefox. The browser version will be displayed on the information screen.
• Additional instructions for browser settings can be found here
• Update to the latest version of Firefox here

Safari

• Open Safari
• Click Display a menu of general Safari settings (the gear icon) and then select About Safari. The browser version will be displayed on the information screen.
• Additional instructions for browser settings can be found by going to Safari > Preferences.  The settings are located on the Security and Privacy tabs.
• Update to the latest version of Safari here

Opera

• Open Opera
• Click the Opera button at the top-left of the app window > Click on the About Opera menu item.  A new tab will open showing your current version of Opera installed on your PC or device.
• Additional instructions for browser settings can be found here
• Update to the latest version of Opera here

Parent Account - Sub-Account Model

The Formstack Parent Account / Sub-Account Model allows for the ownership of Parent Formstack Account that can access and control Child-Accounts all from one User login account.    

What is the Parent Account / Sub-Account Model?

These Accounts allow client sub-accounts to be added to your primary (or Parent) Formstack account. Your parent accounts can easily toggle between Parent and Sub-Accounts while using one login. Each customer, set up as a sub-account, will only have access to their specific account, forms, and data. The Parent Account / Sub-Account model is available for Pro plans and higher and is supported through our partner program. For more information, reach out to info@platinumpartner.com.au.    

In the parent account, a toolbar will be placed in the upper-right portion of your Account notating the company name.  This is designed to showcase which parent account you are accessing. From this view, you may add sub-accounts for your customers for either standard or HIPAA plans. 

After clicking Create New Subaccount, you will follow a set of screens to add the sub-account. You will be able to choose which plan, and if you want that new account to receive a welcome email.

The first user added to a new sub-account, will be the user that you log in as from your parent account, so we recommend using an email address that represents your parent account company. So for example, if you are an agency, you might use an email address like customerName@agency.com for your sub-account. Or if you are using Gmail you can use +customername for your email address.

From there, you will be able to enter the sub-account and add new users to the sub-account.

Navigating to Clients

In the Agency toolbar, select the desired sub-account from the drop-down. From here, you will be taken directly to the Account where you may create forms, users, etc.

Account Settings

The Account Settings page is where Organization Admins can go to find and edit important information that pertains to the entire Formstack Account. This information includes:

• Account ID
• Company Name
• Account Logo

The Account ID can be copied and will be useful for Support and Billing Cases.

Both the Company Name and Account Logo will appear in the top left corner of the Admin page and will be visible to all users. It will not be visible in individual accounts at this time.

Note: Standard Users will not have access to this page.

Homepage Overview

Formstack offers the ability to customize your homepage and turn it into a hub that gives you quick access to your product suite and account usage info. Reducing the time it takes to get an overview of the information you need or jump into creating or viewing a key resource on your account.

In this article, we will take you through the benefits of each section/widget on the home page and how to configure them to your liking. It's important to note that all users have access to making edits to their homepage, but certain widgets will be limited to admins as listed below.

App Actions

The app actions component allows users to quickly navigate to their available apps to start creating Workflows, forms, documents, documents for e-signing. Admins can also start trials of the apps they do not have from this component (or Contact Sales to learn more about workflows).

User Management(Admin or Standard with user management permissions)

Please note - This widget is only available to standard user who have the user management permission enabled. For more information, check out this article. 

The user management widget displays useful information regarding your organization’s users such as:

• Total users in the org
• Number of invited users who haven’t accepted their invitation
• Breakdown of Admin vs Standard Organization users
• What users have two-factor authentication(2FA) enabled along with a link to manage your security settings and enable two-factor authentication (2FA) for all users. For more information, please check out this article. 
• Number of users per available app
  • Filled seats vs available
  • App Admin vs Standard (if available)

Other Actions:

• Admins can also navigate to the users page, purchase more user seats, or create a user directly from this widget.

Admins can click on the “x pending invites” link next to ‘Total users’ and will be taken to the user management page with only uses with pending invites showing.

Billing & usage(Admins Only)

Please note - This widget is only available to standard user who have the user management permission enabled. For more information, check out this article. 

The Billing and Usage widget displays useful billing and app usage information including:

• A billing snapshot with next payment date and a breakdown of the plan cost
• Forms usage stats such as % of and number of forms user/available, % of storage used, and % of and number of portals users used (if applicable)
• Docs usage stats such as % of and number of templates used, % and number of live merges used, % and number of test merges used, and whether auto-upgrades is on or off.

Other Actions:

Admins can also navigate to the Manage Plan page or purchase plan extras directly from this widget.

Admins can now see the last time their usage stats updated and refresh their usage stats prior to the default 24 hour refresh.

This widget will look slightly different based on if you're a paid or trial account as pictured below.

Paid

Free Trial

Quick Paths

The Quick Paths widget allows users to bookmark up to 10 url they choose for quick access. Example use cases include:

• Important and often-read documentation
• Favorite or often-visited Forms, Submissions pages, Workflows
• Quick path icons will change based on the type of url added. Icons include

• External Link

• Settings gear

• Forms form

• Documents doc

• Workflow lightning bolt

• Sign e-signature

A user can edit or delete a quick path by clicking the ‘three dot’ icon in the top right corner of the quick path icon.

When creating a quick path, admins can “pin” up to 10 quick paths they would like to share with the rest of their users via the Quick Paths widget. These are separate from the personal quick paths that would be labeled as "My paths" when viewing your widget, and can be configured for your Org by selecting the "Display on all users homepages" option when creating a quick path.

Recommended Widget

The Recommended widget shows targeted account suggestions based on Admin or Standard user type.

Admins will see the following recommendations:

• “Learn to use our apps” with a link to our Youtube video library
• “Let’s make your account extra secure!” with a CTA to turn on 2FA which takes the user to the Security Settings page
• “Invite users” with a button that navigates to the Manage Users page
• Standard Users will see the following recommendations:
• “Learn to use our apps” with a link to our Youtube video library
• “Complete your profile” with a link to their profile page
• “Support and resources” with a link to submit a support ticket through the service intake form

Editing the Homepage

There are two ways in which users can customize their homepage:

• Hiding widgets
• Re-ordering widgets

To do either, the user can click the ‘Edit Homepage’ button in the top-right corner. This opens a modal that shows a list of all of the widgets that can be customized. To hide a widget, you just need to click on the eye icon beside the applicable widget on the right. To move a widget, you'll need to click the dot box handle icon on the left and drag the widget to the location of their choosing from top to bottom.

 

Frequently Asked Questions

Can you remove the “App Actions” component? 

No, it will stay static at the top. 

Can you hide individual sections of a single widget? 

No, Individual sections of widgets cannot be hidden. 

What happens if a user clears their browse cache after re-order their homepage? 

The widgets will return to the default order. 

Can I see Monthly Forms participant user usage? 

Not at this this time, only the number of Forms users assigned participant user access 

Can I see total number of Forms submissions from this page? 

The billing and usage widget does not show total number of Forms submissions at this time.

Labs/AI Feature Toggles

Interested in checking out one of our new optional features (Such as Docs template creation with AI). Formstack makes it easy for Org Admins to toggle these features.

Please note: Only Org Admins can enable these optional features.

To get started, login to the admin site and navigate to the Account Settings tab on the left. On this page, you'll see a section for optional features that you can enable across your account.