User Management I

TABLE OF CONTENTS

• Log in to Formstack with your Apple ID
• Log in to Formstack
• Reset Password
• Password Strength Requirements
• Unable to Login
• Change Your Login E-mail
• Update Your Formstack ID Avatar
• How many password attempts do I have? 
• How do I reset my password for Forms for Salesforce? 
• Edit Users
• Accept a New User Invitation
• Update Your Profile

Log in to Formstack with your Apple ID

Formstack provides multiple ways to login to your account - Login with Google, Custom SSO, and Sign in with Apple. This document will provide you with step-by-step directions on how to login using your Apple ID.

Note: The first time you use this login method, there will be some additional steps to take. Subsequent logins won’t require the initial setup steps.

1. Navigate to the login page of your choice and click ‘Sign in with Apple’.

2. You will be directed to the Apple website to enter your Apple ID and password.

3. Next, Apple will ask you to confirm the location of the device you’re using to login. (This will only happen during future login attempts if you login via a device in a different location than your last login).

4. Apple will send you a Two-Factor Authentication code on your device. Enter the code to continue.

5. Confirm that you trust the browser. If you do, you will not be asked for a verification code the next time you login. If you want to continue receiving verification codes, click ‘Not Now’.

6. Click ‘Continue’ through the next screen (You won’t have to do this during future logins attempts).

7. Choose ‘Share My Email’ on the next screen and click ‘Continue’. (You won’t have to do this during future logins attempts).

8. You will now be logged in to the Formstack app you were wanting  to access.

Log in to Formstack

To log in, visit our login page here and enter the email address associated with your Formstack organization. If you just signed up, you will receive a temporary password sent to your email address. If you have not received the email, please check your spam/junk folder. 

Reset Password

Request a password reset from this page. Enter the email associated with your Formstack organization and follow the emailed instructions to create a new unique password. 

 
Password Security

If you attempt to log in unsuccessfully 6 times in a row within 30 minutes, you will be locked out for 30 minutes. You may attempt to log in only after the time-out period. 

Password Strength Requirements

In several places,  Formstack asks Users to enter a new (or a first) password and we provide a password meter that measures how strong of a password you've chosen. While it's very easy to choose a weak password, it can be somewhat harder to choose one that is rated as OK or Strong. This document addresses how the strength of our passwords are scored to better help you chose a strong, secure password that will be accepted.

Character Variety

One of the things our password meter is looking for is a variety of different character types. There are four different varieties that it is looking for, which are:

• Numerals (Ten different characters: 0 to 9)
• Upper Case Letters (26 different characters: A to Z)
• Lower Case Letters (26 more characters: a to z)
• Any other character (Many different characters, but we assume 123 in our program: @!$%^&[}, for example. Spaces, such as ' ', also counts in this group)?

Password Length 

If you're using a password that has characters from all four of those groups, the password meter is then looking for length. It is possible to get an OK or Strong password with characters from 3 or fewer of those groups, but it will have to be longer. Think of it as a trade-off, as you can choose a password with more character variety and less total characters or one with less character variety and more characters.

Here are some rough guidelines for what is needed depending on the character variety used:

• A password with characters from all four groups would need to be 11 characters long to be OK (example: $5rfDweH65d) and 15 characters long to be Strong (example: $5rfDweH65dF6Gh).
• A password with Mixed case letters and numbers would need to be 14 characters long to be OK (example: aG7d3rFdF9jgdG) and 19 characters long to be Strong (example: aG7d3rFdF9jgdG5gF0m).
• A password with lowercase letters and numbers would need to be 16 characters long to be OK (example: h9e7dhncjus6glei) and 22 characters long to be Strong (example: h9e7dhncjus6glei7djv9s).

While this is more strict than our password guidelines have been in the past, this update aimed at increasing the security for our Users and Forms.  

Unable to Login

Paying Accounts

There are two common issues that can arise when logging into an account that can prevent you from doing so successfully. First, make sure you're doing the below two things when logging in:

• Make sure you're logging in via the following link: https://admin.formstack.com/login 
• Ensure you're typing in your email address in all lower-case letters when logging in.

Trial Accounts

If you were recently on a trial account and you find yourself unable to log in successfully using the above steps, it's very likely that your trial has ended, which also resulted in the deactivation of your access.

To reinstate your account, please contact our Support Team. They will be able to assist you by re-enabling your trial, so you may add your credit card, convert to a paid account, and reactivate your account permanently. 

Change Your Login E-mail

At this time, email addresses cannot be manually changed from within your Formstack settings. Please reach out to Platinum Partner Support for a member to assist in updating your email. 

Update Your Formstack ID Avatar

To change your Formstack ID avatar (the profile picture you use across Formstack products), first log into your Formstack account.  Then click on your name in the top right corner of the header. Select ‘Update your profile’ if you’re an Admin or ‘Manage your account’ if you’re a standard user.

You will be taken to your Profile page of the Administration site where you can change your avatar.

Simply drag and drop the file you wish to use in the Avatar section, or add the file by manually searching.

Note:  Recommended size is 51px by 51px and less than 1mb.

Be sure to click ‘Save Changes’ when you finish editing your information.

Please note: If you see options in this screenshot that are not in your account it could be because of your user permissions or account type. If you have any additional questions about those specific options, please feel free to reach out to support@platinumpartner.com.au.

Reset my password

If you need assistance logging in or resetting your password, navigate to admin.formstack.com and select the "Forgot your password?" button. You'll be prompted to enter or confirm your Formstack email to send the password reset link.


 

Please check your email's spam or junk folders if you do not see the reset email within 15 minutes. If the password relink email isn't in any of your email's folders it is most likely that a different email is used to log in to your Formstack account. 

How many password attempts do I have? 

You can attempt a possible password up to six times; after the sixth failed attempt you will be locked out for 30 minutes. 

How do I reset my password for Forms for Salesforce? 

Reset your Forms for Salesforce password by going to your company's Salesforce login page (ie: https://thisisacompanyname.my.salesforce.com/), selecting "Forgot your password?" and following the prompts to retrieve your password. 

Trying to create an account and it says The email address you entered is in

This message indicates that the email address being used to set up the account exists somewhere else in our database.  Either the user in question is already a user on your account or they have their own account set up under that email address.  It is not possible to use the same email username across multiple accounts so the primary or secondary account will need to use an alternate email address. If the second account they have is no longer needed by them, they can also cancel that account to free up their email address for use on the new account.

Edit Users

Within the Formstack Admin Panel, Organization Admins can edit particular settings of the users on their account. Just click on the three dot ‘Action’ icon next to the user you want to edit and then you have several options to edit the user of your choice. From the action icon, you'll have the option to edit the users profile, resend an invite, quickly edit app access or remove the user from your org. Choosing the Edit Profile option will take you to the user settings page where you can edit the following information.

Platform Access

Change the user’s platform access to Standard or Admin.

Standard role permissions

If you've selected standard as the organization role for this user, you'll have a few additional role permissions that you can enable, including: Billing Access, SSO Configuration & the ability to manage standard users. As an admin user, these options will be enabled by default.

Access to apps
 

Choose which products the user has access to (based on available seats as you hover over each product). Permissions vary by access level. Admins have full access. As permitted, Standard users can create forms, documents, and workflows. External users, such as Participants and Workspace users only have access to assigned forms or documents for completion, review, or signing.

Please click here for more information regarding standard access vs admin access.

Product Role and Permissions

If you've chosen standard as a product role, you'll have the option to manually select which level of access this user will have with full control over the standard users permissions for each product. If you've chosen admin for the product level access, the user will automatically be granted access to all standard permissions. 

Remove User

On the bottom left of the page, there's the option to remove the user from the account, but you also have this option from the user management page as described at the beginning of the article. 

What you can't edit

Organization Admins cannot change other users’ names, email addresses, or time zones.

Accept a New User Invitation

Once a Organization Admin has invited you to the Formstack Account, an email will be sent asking you to accept. 

Brand New FSID User

After accepting the invitation by clicking the button in the email, enter your name and email address, and choose a unique password.

Existing FSID User, New Product 

If you're an existing Formstack user but were invited to join a different product, accept the emailed invitation and enter your established Formstack password.

Once logged in you'll be able to view and manage, within your permissions, the new product from your App Stack will show when you click the App Launcher icon. 

Update Your Profile

Update your profile page by selecting your name avatar in the header menu and choosing "Update your Profile" from the dropdown. You'll be rerouted to the "Your Profile" page. 

Standard users

Within the admin.formstack.com page, Standard organization users may update the following information on their profile pages:

• First and Last Name
• Avatar
• Time Zone
• Password

Organization Admin users 

Organization Admin users may update all of the above information plus the following information:

• Own platform role
• Own Product Role and permissions

Two-Factor Authentication

All Organization users can enable and disable two-factor authentication for themselves on this page as well. More detailed setup information can be found here.

 

Have any further questions? We’re here to help! Please reach out to support@platinumpartner.com.au for additional assistance with your use case.