User Management Common Questions

PLEASE NOTE: These instructions are used specifically for the new User Management interface. If you’re still using the classic interface, please use these instructions.

If you’d like to discuss upgrading to the new User Management interface, you can chat with one of our agents below or send an email to support@zerionsoftware.com and someone will reach out to you ASAP.

Table of Contents

• What is User Management?
• How do I send notifications to users?

What is User Management?

The new User Management interface offers a brand new way to create, edit, and manage your iFormBuilder users and user groups. User Management, which operates through our Zerion Identity Management, gives you much more control over what users can see and do. By assigning users different policies, each with its own fine-grain permissions such as form building, managing users, creating user groups, and more. The new User Management interface provides you with the flexibility needed to create the best user experience.

How do I send notifications to users?

To send users a message on his or her device, please follow the instructions below.

STEP 1. From the Admin Portal, click the Mega Menu and select User Management.

STEP 2. Choose the users to whom you'll be sending the notification.

STEP 3. From the Batch Actions drop-down menu, select Notify Users.

STEP 4. Enter your message and confirm which users will receive the message and click Submit.

You'll receive confirmation of who the message was sent to. You may receive some error messages like the one below. 

• No registered device found: This user has not logged into a device at any point and cannot receive any notifications until they do so.

STEP 5. Click Done to be taken back to the main User Management screen.