Team Plan Features
The information described on this page is only available to users on the Team plan.
Add / Remove Team members:
A key benefit of the Team plan is that you can have different administrators in your domain managing their own forms with our add-on, and each admins usage is drawn from a shared allowance. We understand that during the course of your subscription these administrators may change.
Any current member of the Team can add or remove team members, as follows:
- Open any Google Form
- Open the add-on
- Go to Settings
- Then, go to Account
- Then, click Manage subscription
From the subscription page, one box will display the number of Team Members currently on your account. Click Edit team (in the top corner of the box), to add or remove team members. Note, all users entered must be in the same domain / subdomain as you.
Recipient tracking page:
The Recipient tracking page is similar to the Admin tracking page, but is designed specifically for recipients. With the Recipient tracking page, recipients will never need to search through emails again. The Recipient tracking page provides a convenient way for them to track the status of requests they are party to, filter on those pending their response, and respond (e.g approve, decline, recommend, etc) directly from our website.
Tip: Users who access the Recipient tracking page will only ever see requests they are party to. If they are not a recipient of the request, they will not see it. If you want a user to see all requests, add them as a Team member on your subscription (as described above) and share the Admin tracking page instead.
Admins can access and share the Recipient tracking page from their Dashboard. To access the Dashboard, open any Google Form, open the add-on, click Settings, then click Dashboard. From the Dashboard, click the My Forms tab, then locate the relevant form, click Actions, then Track Requests [recipient]. Once open, you can simply share the URL with your recipient(s). Recipients can bookmark the link - the Recipient tracking page URL will only change if the add-on administrator of your form changes. Each Google Form has a unique Recipient tracking page URL, so if you use the add-on with multiple forms, make sure to share each Recipient tracking page URL individually.
Recipient Authentication is a security feature you can enable that will force recipients to sign-in and authenticate themselves before responding to (e.g approving) a request.
With our recipient authentication feature, recipients will be able to seamlessly authenticate themselves using the major Identity Management platforms (like Google and Microsoft single sign on).
Recipient Authentication can be enabled at the form level, so you can choose which forms require the additional layer of security.
To enable Recipient Authentication, open your Google Form(s), open the add-on, click Settings, then check the option "Force recipients to sign-in".
Tip: When this setting is enabled, recipients with the role type "Needs to Sign" will be given the option to use their last signature when signing requests (i.e so they don't need to draw their signature each time).
Automatic Reminders will email recipients who have received a request but not yet responded (i.e recipients with a status of "Current"). When enabling Automatic Reminders, you can choose the frequency in which reminders are sent (e.g every 3 days) and the length of time before reminders should stop (e.g send reminders for up to two weeks after the request was initially made).
When configuring automatic reminders for the first time, the first reminders will be sent within 24 hours. Subsequent reminders will be sent based on the frequency you choose.
Users can still send a manual reminder to recipients at any time from the Admin tracking page, Recipient tracking page or individual request tracking links.
To enable Automatic Reminders, open your Google Form(s), open the add-on, click Settings, then click "Email Editor". Once the new window opens, click "Other" to set your Automatic Reminder settings.