Help

Clicking your photo and name in the upper-left corner of the sidebar opens your account menu. Everything to do with your own account is reached from here.

If a small yellow bell appears beside Profile, your submissions are currently being forwarded to someone else. See Advanced Options below.

#Profile

Your profile page shows your user information as Flow Forms stores it. Your photo, name, and the date and time of your last login appear at the top. Hover over your photo and click the + to upload a new one.

Changes on this page aren't saved until you click the blue Save button at the bottom. Cancel discards them.

#Your Details

• Full Name - the name other users see beside your submissions, notes, and approvals.
• Email - where email notifications are sent, and the address you sign in with.
• Phone - your cell number, used for text notifications and for device verification codes.

#Contact Preferences

Each contact method has a toggle beside its heading that controls whether Flow Forms may reach you that way:

• Receive Email - turn off to stop all email notifications.
• Receive Text Messages - turn off to stop all text notifications.

These switches cover all of your Flow Forms notifications, so turning both off means you won't be told when something needs your attention. You can also opt out of texts at any time by replying STOP to any message.

See Notifications for opting back in and for what gets sent when.

Keeping your email and phone current matters for more than notifications. They are also how you receive verification codes when signing in from a new device. See Device Trust & Verification.

#Groups

Your Groups are listed as rounded badges. Groups determine which forms you can reach and which submissions come to you for action. Everyone belongs to All Users.

Group membership is managed by your administrators. If you need to be added to or removed from a group, ask them rather than changing it yourself.

#Password

Click Send Password Reset Email to email yourself a reset link. (On a user who has never signed in, the same button reads Send Welcome Email.)

You will be logged out when you reset your own password. Finish anything in progress first, then use the link in the email to choose a new one.

This section may not appear, depending on how your organization signs in. When it's missing, your password is managed by your identity provider (like Google), so contact your system administrator instead.

#My Reminders

Any reminders you've set on submissions are listed here, showing the form, the date the next one goes out, and the message. Click the form name to open the submission, or the (trash) icon to cancel a reminder.

This panel only appears when you have at least one reminder scheduled.

#Advanced Options

Clicking the Advanced Options button at the top of your profile opens a menu of less-common account actions. The entries you see vary based on your permissions.

On your own profile, options may include:

# Vacation Mode

Forward incoming submissions to another user while you're away:

1. Select the user to Delegate to
2. Choose All Forms, or toggle it off and select a single form
3. Set the Starting on date
4. Choose On Date and set an ending date, or choose Never
5. Turn on Include pending submissions to also forward the submissions already waiting on you. Left off, only new submissions are forwarded.
6. Click Save

The person you delegate to is notified that the work has been assigned to them.

Delegations you've set up are listed under Current Delegations at the bottom of the same window, showing who the work goes to, the form, and the starting and ending dates. Click the (trash) icon beside one to end it. A delegation set to begin on a future date isn't listed here until its starting date arrives.

While a delegation is active, a yellow (briefcase) icon appears beside your name, and a bell appears beside Profile in the account menu.

# Sharing

Give other users view-only access to your submissions, either across all forms or on selected forms.

See Submission Options for the full description of sharing.

# Two Factor Authentication

Add a one-time code from an authenticator app to your sign-in.

# Manage Devices

Review the devices trusted to sign in as you, and remove any you don't recognize.

See Device Trust & Verification.

If you can edit users, you also see Reassign Pending Requests and Merge User on any profile, including your own.

Administrators viewing another user's profile see further options to view that user's notifications, disable their two-factor authentication, and delete them.

#Notification Center

The Notification Center is the record of everything Flow Forms has sent you.

#Submission Exports

Exports you've requested appear at the top under Submission Exports, newest first, with a Download CSV Export link for each. Finished files stay here for 7 days, so download anything you want to keep before then.

Print jobs are listed further down under All Notifications with a Print Ready badge instead. That row has no download link, so use the Download PDF button in the email we send you when the print job finishes.

#All Notifications

Below that, every other notification is listed with a colored badge for its type: Pending, Approved, Denied, Sent Back, Info Requested, Escalated, Note Added, Reminder, Print Ready, and others. Each row also shows the submission it concerns, the form, who triggered it, and how long ago it arrived.

Where a notification points at something you can open, a View button appears at the end of the row. Use the pager at the bottom to move through older notifications.

When you have nothing waiting, the page displays "You're all caught up!"

#Logout

Logout ends your session and returns you to the login page. Always log out when you're on a shared or public computer.

If you're an administrator who has been impersonating another user, this entry reads Return to Normal User instead, and takes you back to your own account.

#Getting Support

Need more help? Click the Support section at the bottom of the sidebar to expand it. It contains two entries:

• Documentation - opens this documentation.
• Contact Support - opens a chat panel where you can search help articles or send us a message without leaving the page.

You can also email us any time at [email protected]. Including the Submission ID (which starts with "#sub_" followed by a unique string of letters and numbers) helps us find the right record quickly.