Adding Users

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Adding Users is not available in WA through REI Forms Live.

The Users section of REI Forms Live is aimed towards businesses that have multiple users and will improve account management and form creation.

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Only users that are set with Principal user access will be able to recharge REI Forms Live account.

Principal Users also have the ability to see all forms that are created within an account - regardless of whether they have been marked as private.

This section outlines how to add users, set access levels and move forms from one user to another.

Adding users

1. Click Users in the left menu.

2. Click Create at the top right of the screen.

   

3. Fill out the details of your new user.

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Make sure to tick User is active if you want the user to be active and receive their login immediately. If this is not done, the login will not work, and the user will not receive their login e-mail.

4. Click Save.