User Guides


 

Users

Overview

You are able to invite your colleagues into your organization as Team Members, giving them access to the Console.

You are also able to add App Users, who will have access to specific apps and associated forms.

 

Team Members

In the Team Members menu, you will see a search filter, the number of team members, and your list of team members.

Team Members have access to the whole console, as well as the form library.

To add Team Members, select “Team Members” from the side menu.

Click the Add Team Member button at the bottom right of the page.

 

 

Then, add the user's full name and email address, and select the appropriate permissions group for the user.

The user will then receive a welcome email, a generated password (if the "Generate Password" was checked), and a link to login to the OneBlink console.

 

App Users

Users are restricted to the apps they have been assigned to and the forms published within that app. 

To add a new User click My App side menu, click the Manage button on the app you want to add the user to. Navigate to the User tab of that app, and click the 'Add User' button.

 

Integrate with Active Directory

We also have the feature that you can use your current Active Directory to authenticate and authorize app users. More information can be found in this article.

 

Email Sending

You can also configure the email address that new App users will receive their welcome information from. By default, the email address is support@oneblink.io. Do note that you will need access to the email address you set as the sending email, in order to verify it.

 

Removing Users

If you would like to remove a Team Member or a User and you have the user management permission enabled on the Team Member page or in the User tab, click the trash icon to the right of their email address. You will be prompted to confirm before deleting.

 

Authenticated Forms

Only App Users are able to see authenticated forms. If an App User wants to access an authenticated form they must first login via a login button in the forms library.




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