User roles & permissions
What we call user roles are basically which team member can do what. While inviting a new member, you can also pick a user role that suits their role in your company!
What are the user roles?
User roles allow organizations to control what people can do or cannot do on forms.app. Once you invite your team members, you can assign them different roles and thus give them a certain level of access. There are mainly 4 user roles on forms.app:
- Owner
- Manager
- Editor
- Viewer
Section/Action | Owner | Manager | Editor | Viewer |
Team Members Panel | ||||
Sharing new folders with users | ✅ | ❌ | ❌ | ❌ |
Editing user roles | ✅ | ❌ | ❌ | ❌ |
Deleting users from the team | ✅ | ❌ | ❌ | ❌ |
Shared Folders | ||||
Changing folder name | ✅ | ❌ | ❌ | ❌ |
Inviting a new user | ✅ | ✅ | ❌ | ❌ |
Change user roles | ✅ | ✅ | ❌ | ❌ |
Leaving a folder | ✅ | ✅ | ✅ | ✅ |
Starring a form | ✅ | ✅ | ✅ | ❌ |
Selecting all forms and marking as read | ✅ | ✅ | ✅ | ✅ |
Viewing change log | ✅ | ✅ | ✅ | ✅ |
Form Permissions | ||||
Creating forms | ✅ | ✅ | ✅ | ❌ |
Editing forms | ✅ | ✅ | ✅ | ❌ |
Removing a form from a folder | ✅ | ✅ | ✅ | ❌ |
Deleting a form | ✅ | ❌ | ❌ | ❌ |
Archiving a form | ✅ | ❌ | ❌ | ❌ |
Moving a form to another folder | ✅ | ❌ | ❌ | ❌ |
Duplicating a form | ✅ | ✅ | ✅ | ❌ |
Form Result Permissions | ||||
Viewing the statistics | ✅ | ✅ | ✅ | ✅ |
Viewing the responses | ✅ | ✅ | ✅ | ✅ |
Starring a response | ✅ | ✅ | ✅ | ❌ |
Commenting on a response | ✅ | ✅ | ✅ | ❌ |
Replying to a response | ✅ | ✅ | ✅ | ✅ |
Adding shipping information to a response | ✅ | ✅ | ✅ | ❌ |
Adding notes to a response | ✅ | ❌ | ❌ | ❌ |
Deleting a response | ✅ | ✅ | ✅ | ❌ |
Deleting/restoring responses from the trash | ✅ | ❌ | ❌ | ❌ |
Exporting responses | ✅ | ✅ | ✅ | ❌ |
Generating AI insights | ✅ | ✅ | ✅ | ✅ |
Viewing PDF templates | ✅ | ✅ | ✅ | ✅ |