🤝 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.

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