How do I add additional users to my plan?

For larger teams, it may be useful to give users their own login credentials and restrict individual accounts with specific access permissions.

What plans support additional users?

Both Paperform Essentials and Pro plans come with one user for the account - currently we do not support sub-users for these plans.

Our Agency plan is designed for teams and/or clients to be added as viewers, editors, or administrators. Only our Agency plan currently supports multiple users for the same account.

Before adding users, you’ll need to know what type of user you want to create. There are three types of users.

What types of users and roles are available?

1. Admin/Owner

• Full control over all of the forms and account settings.
• Full control over Users/ Viewers.
• Ability to add payment accounts.

2. User

• Create, update and delete forms and view their respective submissions.
• Access to spaces/ tags is restricted until assigned by an Admin.
• Forms created by Users are automatically added to the space they are assigned to.

3. Viewer

• Read-only access to form submissions.
• Access to spaces/ tags is restricted until assigned by an Admin.
• Cannot create, update, or delete forms.

How to Add a new sub-user

1. Go to Account Settings → Manage Users.
2. Click the "Add User" button.
3. Enter the name and email address of the user. Note that the email address cannot belong to an existing user of Paperform.
4. Choose the type of user.
5. If the user is not an admin, you can optionally set a tag to restrict the user to, as well as assign which Spaces you want the user to have access to.
6. When you’re done, click the "Create User" button.

The user will immediately be sent an email inviting them to set their password.

After the user is created, you can update or remove them at any time from the Manage Users page.

Gotchas

• If an email is associated with an existing account on Paperform then it cannot be invited as a sub-user. To resolve this, please contact our support team via live chat or email at support@paperform.co.