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To Archive a User account : Click on the ’Users’ main menu option. Find the row containing the user to be archived and click on the ’X’ on the right hand side at the end of the row. The mouse tooltip will show ’Archive... Read More

To add a new User account either watch the video from the link or follow the steps below. PROCESS STEPS Click on the ’Users’ option on the left hand main menu in your Work Group. Click on the green Add User button on the right of the... Read More

10 golden Housekeeping rules for data security We take our responsibilities for data security extremely seriously and are constantly working to make sure all our Customers and users have the right technical tools to keep personal data safe as laid... Read More

If you mobile user is struggling to see any forms, please follow the steps below: Go to the 'Users' menu option Click 'Edit' next to the relevant user On the first tab towards the bottom right is an option for 'Access Group&... Read More

Form permissions for a Web User differ slightly to that of a Mobile User. To update which forms a web user can see: Click 'Users' menu option on the left Click 'Edit' on the relevant users account Click the 'Access... Read More

User GPS Locations The pro-Forms® app is designed to return the location of the device running the app back to the pro-Forms® servers. The GPS location returned from the app is actually the GPS location gathered by the device hardware used by the... Read More

Can field workers share Mobile User accounts? No. This contravenes our Terms and Conditions and could give rise to us removing access to the system or indeed cancelling a subscription altogether. Mobile type User accounts are designed so that each... Read More

Checking on user system logins A really useful option available to Customers is the User Login Report found in 'Admin - Reports - View user logins'. Using this report you can view system logins for both Web user and Mobile user account... Read More

Using Checkboxes in Calculations & Visibility Rules Overview Checkbox fields allow users to select one or more options from a list. When multiple options are selected, pro-Forms stores the result as a single concatenated string where each chosen... Read More

When an Online Form is submitted, the system will show a message to the user to confirm submission.  If no message is configured, then the standard "Thankyou, your form has been submitted" message will show.  This article show you how to customise... Read More