Creating a Forms User

Go to Main Navigation Bar > Users & Groups > User List

To create a new forms user, click the Create User button in the Users List page.

Complete the drop-down menu options as shown, and click Create User. Then new user now appears in the user list. Please note users are not activated until they are invited by an Administrator.

Zone	Explanation
1 - Create User	Create new user button
2 - User Profile	Complete users details: Email Address (used to login and must be unique email) First Name Last Name
3- Permissions & Roles	Portal Administrator Administrator Meeting Type Administrator Meeting Administrator Attendee Group Administrator Approval Group Administrator Contributor Participant Task Manager Visitor
4- Photo & Signature	Upload Photo: user photo will appear in the Meeting Professional Apps (Windows & iPad) Upload Signature: user signature will appear if using a Signature Page.