Here is a list of the various roles involved in the use of the Formotus service:
organization owner (org owner)
- org owner credentials allow them to sign in to the Formotus portal
- The org owner cannot be deleted
- org owner can change the organization-wide settings
- org owner role can be switched only by the organization owner
- org owners can perform all of the administrative tasks that org admins can do
organization administrator (org admin)
- org admin's credentials will allow to sign in to the Formotus portal
- Identified by the icon with a tie on
- org admins are automatically licensed as a Mobile User as well
- Org admins can create forms, upload forms, add/delete users, deploy/un-deploy forms, run reports and more
guest administrator (guest admin)
- Guest admins are licensed in another Formotus account
- Guest admins can be added to multiple accounts
- Guest admins do not consume any license-months in guest accounts
- Guest admins have the same Formotus portal rights as org admins
- Guest admins are not mobile users and cannot have forms deployed to them in the guest account
- Identified in the Formotus portal by an icon with a different color of hair and tie than the org admin icon
mobile user
- Can sign in to the Formotus app on any supported mobile device
- Can use any deployed Formotus forms on 2 devices concurrently
- Can reset their password from the Formotus portal sign in page
- However, mobile users cannot sign in to the Formotus portal
master organization/managed organizations (master org/managed org)
- Enterprise plan customers can manage license-month distribution to several Formotus organizations from a master org Formotus account
- The master org can transfer license-months to any of the managed orgs
- This configuration allows Enterprise plan customers to purchase at license-months at volume license discount, and distribute license-months as needed to the managed orgs
- Master/managed orgs are created by the Formotus team. You can request one here
partner of record (POR)
- This is an option used by Formotus customers who work with a Formotus partner
- The POR is identified by the organization owner at signup time or by request to the Formotus team
- POR's can view select information about your org, including level of license-months inventory, upcoming depletion date, number of users
- PORs cannot sign in to your account
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