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Subaccounts
Formstack For Salesforce
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Subaccounts
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Subaccounts
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Subaccounts

Simplify account management with Subaccounts

Manage multiple Formstack accounts and users in one easy location.

Watch The Overview

Manage accounts seamlessly

Overseeing multiple accounts can be a hefty task. The Subaccounts feature simplifies account management by giving you a single view of all accounts and users. Easily add or remove accounts, control user access across all your Formstack products, and switch between parent and child accounts to manage workflows or resolve issues.

Account management made easy

With Subaccounts, you no longer need to worry about logging in to multiple accounts to manage settings and users. Control all your settings from the comfort of a single dashboard.

Simplified

Get a centralized view of all accounts and products and easily switch between parent and child accounts to build workflows or troubleshoot issues.

Unified

Access all your settings through a single password and manage users and groups in one location.

Partner-Friendly

Manage accounts in your portfolio from a single view and build solutions for customers more quickly.

How It Works

Access the Subaccounts feature in three easy steps:

Step 1: Log in to your Formstack account and navigate to the FSID admin page. On the left-hand panel, select Manage Subaccounts and choose Create Subaccount.

Step 2: Next, give your subaccount a name and enter your admin information. You can also add a logo to brand your subaccount.

Step 3: After the account is named, select your plan level. You’ll then be able to review your selections and confirm your purchase.

To learn more about Subaccounts, please read this help article.

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