Managing User Permissions & Records

User Groups, Permissions, Visibility and HR Records

All of your Team Permissions & Records Together

Many your Users Access, Permissions and HR Records in one central solution,

Team Permissions in Formitize Desktop

You Control User Access

Users can be set up with a wide range of access permissions covering visibility of different modules and the ability to view or edit information. User types include Administrators, Portal Users and App Users and permissions can be controlled on a group or individual basis.

User Groups and Permissions in Formitize

User Groups

User Groups can be established and custom named to fit your business structure. Permissions, Visibility and Access can all be controlled based on User Groups.

User Contact Details

When setting up your users, the solution can be used to store all related contact and HR details such as Emergency Contacts, Start and End Dates and Personal Contact information.

User Contact Details in Formitize App
User Permissions in Formitize

Permissions

Permissions to the different modules and access and visibility within those modules can all be managed in realtime via the Users section of the Management Portal.

Qualification & Training Records

Qualifications and Training Records can be simply uploaded into the User File. In addition to storing the documents, if there are expiry dates on any of the training or qualifications, automated expiry notifications are included.

Uploads & Documents

You can store file uploads and documents for your team such as resumes, licences, insurance certificates, referrals and all have automated expiry notifications included.

Uploads and documents in Formitize

Notes

Add file notes and records to your team members file with ease enabling yet another paperless solution to record keeping.

Notes in Formitize

User Variables

User Variables are fields related to the individual user that can be auto-linked to your forms to avoid mistakes and re-entry of commonly used fields. Examples could include Job Title, Licence Number, Certification or Accreditation Number or even contact locations and phone numbers.  

User Variables in Formitize

Famous for Incredible Support

Your dedicated Client Success Manager will be there with you throughout your journey.

We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.

Just Forms OR a Complete Business Solution

You can just use the forms for your business or you can benefit from all the other included business solutions.

CRM Client Database

All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.

Safety First

Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .

Scheduler & Job Management

Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date

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Quotes, Invoices & Expenses

Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.

Document Management

Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.

Lead Sales Pipeline & Tasks

Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.

Don't wait another second, let's get you paperless today!