Re: User usage

Home Forum General User usage Re: User usage


CJ Hines

PerfectForms has assigned roles/positions built in to the application. When building forms you should use your roles/positions to identify people. That way when a person leaves the company you just have to replace one name within the whole application. This can be accomplished by clicking on the settings tab on your dashboard. Then expand ‘users’ > click on ‘positions’> from here you can either edit a certain position or create a new position.