User Management & Access Control

Add users with the essentials (name, email, phone, role) in a quick, structured flow that ties straight into app-level permissions. Everyone starts with the right level of access from day one.

Give users an Admin or FormWizer role per application, so each person reaches only what their job calls for. Clear role-based control keeps the platform secure and rules out accidental changes or access no one intended.

Choose whether a user sees every record or only those tied to their assigned primary users. It keeps sensitive recipient data walled off, the right setup for teams handling confidential client or employee information.

Activate, deactivate, or restrict a user without erasing their history. Deactivated users can't log in but still appear in the audit trail, which makes staff turnover easy to manage without losing the record.

Deactivate someone temporarily or delete them for good. Deactivation keeps their records; deletion cuts off access entirely. Both help keep your user list clean during a restructure or when someone moves on.

Review what each user has done: login attempts, template sends, edits, updates. The log makes misuse or mistakes easy to spot early and keeps you covered on compliance and governance.