Add/Remove Users

General Introduction

Select a Mode

Tips to Set Up Your First Workflow

Mode 1: Create Approval Workflow Only

1.1 Add Static & Dynamic Recipients

1.2 Set Multi-level Workflow

1.3 Set Conditions for Recipient

1.4 Add Form Respondent

1.5 Request Response Edit

1.6 Check Tracking Report

1.7 Add & Use Recipient Group

Mode 2 & 3: Generate & Send PDF/document only

2.1 How to generate PDF/document

2.2 Common file template errors

2.3 Send PDF/documents to recipients

2.4 Send PDF/documents to respondents

Mode 4: Combine All Modes

3.1 Combine Modes – Setup File Template

3.2 Combine Modes – Add recipients

Email Settings & Features:

4.1 Options for Sending Final Email

4.2 Enable/Disable Sheets Report on Final Email

4.3 Show File Attachment Link On Emails

4.4 Resend Email to Recipient & Edit Recipient Email

4.5 Customize Email Template

4.6 Dynamic Fields of Custom Email Template

Team Plan:

5.1 Add/Remove Users 

5.2 Share Edit Permission

Additional Features: 

6.1 Set Reminder & Auto Approve/Reject

6.2 Resend All Pending Requests

6.3 Manage Forms in Dashboard

6.4 Unique Request Number

6.5 Approval Link Authentication

6.6 Transfer Forms Data

6.7 Transfer Paid Plan To Other User

6.8 Avoid Automatic Approval/Rejection

6.9 Sign a Request

Quotas & Billing

Refund Policy

Check out how Team Plan works and how to add and remove users from your Team Plan dashboard.

Table of Content:

  1. How does Team Plan work?
  2. How to add & remove users from Team Plan?
  3. How to view member’s used quota?

1. How does Team Plan work?

Team Plan allows an admin user to add up-to 9 other users into the plan, making up a total of 10 users in a team.

When admin user subscribe for Team Plan, the email quota will be applied for the whole team. Meaning if a member sends emails, those email will be substracted towards the team’s total email quota. 

The team’s total quota will be reset every month, starting from the day admin user purchased the plan.

Currently, Team Plan offer a wide range of email quota, starting from 5,000 email quota (approx. 1,250 requests) to 200,000 (approx. 50,000 requests). For more details & pricing, please check out our page.

2. How to add & remove users from Team Plan

For starters, please go to: https://app.performflow.com/subscription

Or click on Login on the website header to access Team Plan’s dashboard:

The link will lead you to dashboard where you can check your team’s total quota, and start adding & removing users.

Add & remove users demonstration video

To add users, simply enter your member’s email address at “Add team member” section and click Add. Then the added email address will appear on “Manage team members” section above.

To remove users, simply click on the red-bin button on the left side of every email address.

3. How to view member's used quota

In the dashboard, you will see a “Member used quota” column, which displays the number of monthly emails used by your team members:

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