🤝 Consultant Workflow: propform for resellers, consultants & multi-account managers

If you work as a consultant, reseller or multi-account manager — for example, setting up propform for several estate agencies or managing a subsidiary with multiple brands — there are special features and workflows that make life significantly easier.

Contents

• Impersonate Account
• Account Hierarchy and Sub-Accounts
• Form and Group Copy Function
• Custom Domain per Account

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Impersonate Account

With Impersonate, you can log in to one of your clients’ accounts as a consultant account — without knowing their password.

Workflow:

1. propform account settings → “Impersonate Account”
2. List of assigned client accounts
3. Click on the two arrows → you are now in the client account
4. Configure as required, create forms, view statistics
5. Click “Leave impersonation” at the top → return to the consultant account

Use cases:

• Carry out client setup directly instead of sending step-by-step instructions
• Reproduce and resolve issues directly within the client account
• Copy forms from your master account to the client account

Setting up new consultant relationships: Currently, propform manually enters the assignment “Consultant X may impersonate Client Y”. Drop us a quick line when new clients join: hello@propform.io.

Tip — stay on top of technical issues: In the client account, add yourself as an additional recipient under Settings → Notifications (please coordinate with your client). You will then receive the technical onOffice notices (e.g. deleted fields, broken PDF templates, undeliverable emails) directly by email, without having to log in regularly. 📖 Technical notifications

Account hierarchy and sub-accounts

Various hierarchies are possible for multi-client structures:

Multiple admin accounts with cross-impersonation

If your company has two managing directors, for example, both can have an admin account and impersonate each other. This way, everyone can see what the other has configured — no “only one person has access”.

Sub-accounts with their own subdomain

Each sub-account has its own URL: <sub-account-name>.propform.io. This ensures that customer forms have their own branding contexts under clearly recognisable URLs.

Alternatively: Custom domain via CNAME (see next section) — e.g. formulare.kunde-de instead of kunde.propform.io.

API user limitation

An onOffice API user token can only be stored in ONE propform account — to prevent abuse of free accounts. If multiple sub-accounts are to use the same API user (e.g. because onOffice only assigns one API user per estate agency), please contact us — we can set this up in the backend.

## Form and group copy function

Instead of recreating all forms for every new client: Create master templates once, then copy them via a link.

Per form

1. Form settings → enable “Copy form”
2. Copy link is displayed (format: propform.io/copy/form/<token>)
3. Share the link with the client or access it yourself in the client’s account → the form is copied

Per group (multiple forms at once)

1. Account settings → Form groups → create a new group
2. Assign the group in the form settings of each relevant form
3. Use the copy URL for the group (propform.io/copy/formgroup/<token>) → copies all forms in the group in one step

Use case: Consultant setup: You create a master emergency order set (overview + 4 processing forms) → ‘Emergency Order’ group → copy link → deploy with one click for each new customer.

> 💡 Important: Before clicking the copy link, you must be logged into the target account (use an incognito tab or switch between logout and login).

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Dedicated custom domain per account

Instead of <account>.propform.io, forms can run under a dedicated subdomain, e.g. formulare.makler-xyz.de.

Setup:

1. Customer’s DNS provider → CNAME record pointing to a propform server
2. propform account settings → URL/Domain section → Enter custom domain
3. SSL certificate is set up automatically (after DNS propagation; may take a few minutes)

Detailed instructions available on request. Further background information at Account settings.

Related

• 📖 Account settings — Impersonate, form groups, custom domain
• 📖 Template gallery — Master setups to copy
• 📖 Email in propform — Newsletter DOI, templates, recipient logic
• 📖 Help & Consultancy — Consultants who can help you with setup and onOffice integration