The following information is entered for each user:
Email: Enter a valid email address for the user account. The user will receive a link at the specified email address to activate the account.
Name: Enter the last name and first name of the new user.
Locked: If you want to prevent the new user from accessing naturalForms and/or NFS Portal, select the Locked checkbox to restrict access.
Permissions: A user can have one or more of the following permissions assigned.
- Admin: Allows the user to manage users, devices, data sources, and templates for the customer account in NFS Portal. This permission also includes the ability to view the customer dashboard, including PDF versions of submitted documents.
- Designer: These users can create and manage templates. The designer includes settings at template, page and field level. These settings determine what data is collected and how the users interact with the templates on their tablets. For more information on using the designer, please visit the Technical Support site using the link at the bottom of the page.
- Viewer: Allows the user to view the customer dashboard in NFS Portal, including PDF versions of submitted documents. Viewers can also view the user accounts in User Management, but may not add or edit user accounts.
- Submitter: The submitter permission allows full use of naturalForms, which includes the ability to submit documents to NFS. Submitters also can view user information in NFS Portal.
Click Save when you have finished entering the information for the new user account. After saving, an activation email is sent to the new email address.