Adding Users

The Users section of Realworks is aimed towards businesses that have multiple users and will improve account management and form creation.

This section outlines how to add users, set access levels and move forms from one user to another.

1. Select the Users button from the Menu

2. Click Create on the top right-hand side of the screen

   

3. Complete the Create User dialog

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Make sure to tick User is active if you want the user to be active and receive their login immediately. If this is not done, the login will not work, and the user will not receive their login e-mail.

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Only users that are set with Principal user access will be able to recharge Realworks account

Principal users also have the ability to see all forms that are created within an account - regardless of whether they have been marked as private.

4. Click Save