This article will cover how to add new users to your agency on ADL Forms Online, as well as how you can manage the various roles associated with them.
Inviting New Users
Whilst on any part of the website, you will have access to a sidebar with multiple links for quick access to popular parts of the site. Towards the bottom you will need to click Settings.
Here you are presented with multiple details pertaining to your agency, such as: Name, Address, phone number etc. Along the top you will see various headings. We want to select User Management.
On this next screen any existing users can be seen and there is a button that says + Invite members.
Immediately a window will pop up where you will have to populate the relevant fields of the person you are inviting to join.
Note that different roles have different permissions which can be viewed by clicking on the blue View permissions link.
When all fields are populated you will be able to click Send Invite which will send an email to the email address specified, requesting them to join the team.
Managing Existing Users
Whilst on any part of the website, you will have access to a sidebar with multiple links for quick access to popular parts of the site. Towards the bottom you will need to click Settings.
Here you are presented with multiple details pertaining to your agency, such as: Name, Address, phone number etc. Along the top you will see various headings. We want to select User Management.
On this page you can see all current users. You will notice that their names are in blue. If you click on one of the users' names you will be shown their account details such as Name, email, mobile number, and their role/permissions.
On this screen there are two buttons you can select. Delete User and Edit Details.
Delete User is used to remove the user entirely from your system. Edit Details is used to change the existing information. You will have the option to adjust their permissions (assuming you have permission) and/or change their profile picture.
When you are ready to commit to your changes you will be shown the below window. Click Yes, remove to remove that user.
