---
title: "Adding a New User"
url: "https://help.formsfly.com/en/article/adding-a-new-user"
language: "en"
last_updated: "2026-08-12T14:38:38.339Z"
---

# Adding a New User

When logged into the web platform, navigate the side menu My Account > Users & Groups.

* * *

On the Users & Groups page, you’ll be presented with a list of **Active** and **Invited** users, with the ability to toggle **Inactive** users that have been temporarily deactivated.

This list can be **filtered** by user **status**, **type** or **keyword**.

Also, users can be organized into **Groups**. In turn, Groups can be assigned access to platform content like folders containing screens, docs and data sources, and task dispatching to a Group of users instead of individually.

## In this article

-   [Adding a New User](https://help.formsfly.com/en/article/adding-a-new-user#adding-a-new-user)
    -   [Basic Details](https://help.formsfly.com/en/article/adding-a-new-user#basic-details)
    -   [Regional Settings & Other Info](https://help.formsfly.com/en/article/adding-a-new-user#regional-settings-&-other-info)
    -   [Assigned Folders](https://help.formsfly.com/en/article/adding-a-new-user#assigned-folders)
    -   [Group Membership](https://help.formsfly.com/en/article/adding-a-new-user#group-membership)
-   [Import Users](https://help.formsfly.com/en/article/adding-a-new-user#import-users)

* * *

## Adding a New User

On the Users&Groups page is the **Add New** button, top-right. Clicking this will take you to the **Create User page** where you’ll be able to fill in the required details and a few optional settings to successfully create a new user.

![](https://cdn-assets.productfruits.com/c8c49c95-c0e2-4d2f-9d42-32b57504388f)

| ***Note:*** If you’re unsure of a field or option, be sure to click on the hint icons (?) for additional information. |
| --- |

### Basic Details

Simply, once you’ve…

-   Selected a **User Type**
    -   Standard: Best for light to medium usage.  
        (1,500 Form entries per month. No access to Premium features/fields, Task&Dispatch or Files&Docs.)
    -   Premium: Unlocks all platform features/fields with unlimited monthly Form entries.
-   Enter in a valid **Email Address**
-   and User **Name**
-   or allowed **Website Access**, and not only access to the app’s digital solutions created on the website.  
    (Unchecked means the user can only access the app.)

You’re pretty much good to go and click **Create User**, top-right.

Upon creation, an **invite email** will be sent to the user’s email address providing temporary **login details** and app/website **access information**.

### Access & Security

If the **User Can Access Website**, set the user’s website role and access to platform areas.

| **Website Role** | **Description** |
| --- | --- |
| Enterprise Admin | Top-level account administrator.<br>Access to platform setup, billing and environment areas.  <br>Can manage environments (if using Enterprise Toolkit), and can view passwords on the Connections page. |
| Administrator | Organization administrator.<br>Can add, edit & delete content in an organization account.  <br>Access to organization setup areas such as users and groups.  <br>No access to platform setup, billing or environment areas. |
| Read/Write User | User with editing capabilities.<br>Can add/edit/delete content in the platform.  <br>Can view, import & export data in relevant areas.  <br>No access to organization or platform setup areas. |
| Read-Only User | Limited user with read-only access.<br>View-only access to content on the platform.  <br>Limited ability to export data from the platform.  <br>No access to organization or platform setup areas. |
| Vendor Admin | Vendor-level super administrator.<br>Access to all Vendor features (requires Vendor subscription).  <br>Can create new client accounts and can switch context into client accounts at will. |

### Regional Settings & Other Info

By default, but editable, the user’s **country** and **time zone** will be set to your account’s organizational settings.

Optional, an **External ID** and additional user **Metadata** can be added.

| External ID Lets you enter an identifier for the person from your other systems – e.g. your payroll or human resources system. Can be included when exporting data that the user has been involved in, such as Form entries.<br>Metadata Additional information about this user by specifying key/value pairs. These values can be accessed across the platform by using the USERMETA(‘key’) formula function. |
| --- |

### Assigned Folders

Assign folder permissions to the user from a list of available [Folders](https://help.formsfly.com/en/article/folders-overview).

Every folder assigned to a user allows the screens, docs and data sources inside that folder to  
be downloaded and viewed when the user logs into the mobile app.

### Group Membership

If you are using user groups, then you can assign the user to one or more [Groups](https://help.formsfly.com/en/article/managing-users) as desired.

* * *

## Import Users

Our platform allows for bulk user imports via a **.xlsx/csv** file in a required format. A template of the required format can be downloaded after clicking **Import** on the Users&Groups page, on the top-right.

You could also **Export** your user’s list, **remove existing user rows** and add new users.