Form Users
The Form Designer uses a Role-Based Access Control (RBAC) model, where users are assigned roles (Admin, Designer, Processor) that determine their permissions.
Form Users
The 'Form Users' section in the navigation menu displays all the invited users of the tenant, showing their Name, Email, and Role. This section is where new users can be invited and where the individual users to be managed by making any necessary changes to their information or role.
Available Roles:
Admin: Can edit, view and manage all forms and assign roles to users.
Designer: Can create and modify forms.
Processor: Can only view submitted forms, but not design them.
Adding Users
The invitation of users require a first and last name, email and a role to be assigned to the user.
How to add users:
Click on the 'Add User' button on the top right of the Form Users page
Fill out the required fields
Click Add
Editing Users
Only the admin will have access to edit the users first and last name and Role
How to edit users:
Click on the three-dots on the side of the users name
Click Edit User
Edit any desired fields
Click Update
Deleting Users
Only the admin will have access to delete users
How to Delete Users:
Click on the three-dots on the side of the users name
Click Delete User
Form-based User Management
Within each form, users can determine which Designer and Processors are able to design or view the submitted forms respectively.
Designers that are 'selected' in a form will be able to edit and view the submitted forms while selected Processors will be able to only view the form. If either or both roles are not selected for a user, that form will be hidden from their view.
How to provide user the access rights to individual forms:
Click on My Forms in the navigation menu
Select a form
Select a user to be a Designer under the Designers table and a Processor under the Processors table.
Click the Save button
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