🔒 Create an account
Depending on your Digiforma subscription, you can create administrator access accounts for your collaborators and trainer access accounts for teaching staff.
To find out how many administrator accounts and how many contributors you can create with your subscription, see our pricing details here.
To add access accounts, go to the “Settings > Access Accounts” tab:
You will then have the possibility of creating one of the following:
Please note: If no participant appears, you must first create the corresponding participant files in a few clicks from the Data tab here 👇
Why make this distinction?
This will enable you to distinguish between the roles of your employees within your organisation.
You will be able to distinguish between administrator and salesperson access rights to the database and easily switch an account from one status to another by clicking on "Switch to sales" or "Switch to administrator:"
Thanks to this distinction, you can also assign sales representatives to your clients when creating a training session.
Set rights
When you create an access account, you can set its rights. This allows you to determine whether or not your administrator, sales rep or trainer will have access to certain tabs/features and what they will be able to see:
1. Create an administrator account
To create an administrator account, you need to first click on the type of account you would like to create. Once you have chosen either administrator or sales access, you must enter their first name, last name and email address then click Save. Once this step is completed, you can then configure their access rights.
💡If you are only creating one access account at a time, leave the box checked: The invitation will be sent as soon as the record is saved.
Send email invitation to new login accounts
Invitations containing a confirmation link must be sent by email to each contact. Once it has been confirmed, the invited user will be able to create their password and log in to Digiforma.
💡 If you have unchecked automatic individual sending, you can resend pending invitations at any time by clicking on the "Send invitations" button:
You can then send or re-send an email to so that the invited contacts confirm their login accounts for Digiforma.
First connection to Digiforma
By clicking on the link in the email, you will be redirected to the login page.
👉 If this is your first login, you will need to click on "Create an account" to set your password.
Confirming the login link to the Training Organisation
✅Once they are logged in to their new account, the user must then click on the link sent by email and then "Accept" on the page that it opens.
2. Create a sales account:
As with the creation of an administrator account, you will need to enter your employee's last name, first name and email address.
In the same way as for setting up an administrator account, you will need to choose your employee's access rights to the sections of Digiforma you require, then save:
3. Create a trainer account
As with administrators and sales staff, you can configure the rights of your trainers.
💡 First, create the trainer records containing the email you want from the Data > Trainers tab.
Under no circumstances will trainers be able to access certain "sensitive" Digiforma features listed in the "Administrator access" section (Activity report, account configuration, etc.).
Once your trainer accounts have been created, you can ask your trainers to set their password in the same way as for administrators.
See you in Digiforma!
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