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Here you will find walkthrough guides, helpful articles, downloads and links to our training videos.
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Adding a New User

Last Updated: May 16, 2017 11:56AM BST
 Process for Adding a New User 
  1. Go to Add a New User
  2. Add a User ID eg."SAM"
  3. Add a User Name eg."Sam Smith"
  4. Add a Password of six characters or more; capitalisation matters
  5. Confirm Password
  6. Click Save
  7. The next screen will show you roles that you can append to the new user. Select which roles are applicable for the User (you can select multiple roles) and click Save. Examples include:
  • 'Administrator' has the top level of permissions across the software
  • ‚Äč‘System Viewer’ has permissions which relate to viewing information
  • ‘Document Producer’ has permissions which relate to printing documents


More information can be found on the the following articles about User Roles and Permissions and Control Permissions for Users. We also have a presentation on setting up user permissions, please email us for access.

Article information updated May 2017.

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