Collaboration & Users
Manage your platform access — control user roles, permissions, groups, and sharing options.
7 articles
Understanding Organisations, Accounts & Subscriptions in IndyFormsLearn how IndyForms accounts and subscriptions work—including plan features, user roles, and how to manage your subscription.
My Home – Your Hub for All OrganisationsLearn how to use the My Home feature in IndyForms to manage multiple organisations.
Users & Groups: Set Up + ManagementEfficiently manage your IndyForms Organisation by understanding and utilising Users and Groups.
General Users in IndyFormsLearn how to configure General Users for universal access, and when to use Groups instead.
Internal vs Public Forms: Choosing the Right AccessChoosing the right access type ensures your forms are both secure and effective for the audience you want to reach.
How to Share Forms (Creating Form Records)This guide covers how to access sharing options, choose between internal or public sharing, and automate sharing using schedules.
Action ItemsTrack and complete tasks directly within IndyForms.