Formstack: Admin Guide

How to add a new user: 

1. Log in to Formstack Administration. 

2. Navigate to Users in the left-hand sidebar. 

3. Select Add User or Add Multiple Users. 

4. Enter the new user's credentials, assign them the Basic platform role, check forms, and select standard user. 

5. Add User and then adjust their Permissions on their profile. 

• Grant users permission to create forms, Saved Fields, and create/delete Smart Lists. 

• Give users access to applicable forms or folders.

  • If a reporter requests access to a department or team folder that does not exist, create a new folder with the name of their team or department and add them to it.

• Provide users access to all FutureVU themes and set FutureVU Light as the default. 

6. Send Quick Guide 

• When notifying users that they can now access Formstack, include the New User's Quick Guide to help them get started. 

Modify user accounts: 

Read Formstack’s guide on how to edit users.

How to Embed a Form:

Embed a Form in WordPress or Omni Anchordown theme: 

1. Go to the share tab and copy the JS embed option. 

2. Adjust the form’s height as needed. 

3. Change the theme of the form to a left-aligned option if necessary. 

Note: there will be a module in WordPress for embedding like there was for MachForm eventually. 

Can Formstack collect sensitive data?

Birthdates are acceptable to collect, but all other sensitive information, such as social security numbers, should not be gathered using Formstack. If sensitive data needs to be collected, use REDCap.

Formstack resources:

Watch a recorded training session here, view Formstack’s resource library, or read the New User’s Quick Guide.