Roles and permissions
Built-in roles
| Role | What it carries |
|---|---|
| Owner | Everything, including billing and removing other admins. |
| Admin | Forms, records, team, integrations and settings. |
| Manager | Approves and returns records, assigns work, deletes records to the bin, sees every record. |
| Collector | Fills in the forms they have been granted, and reads their own records. |
Approving is always a manager’s decision. Somebody holding a record assigned to them can edit it and send it back, but cannot approve it, however it was assigned.
Custom roles
If the four do not fit, build one from individual permissions under Settings → Roles. Start from a built-in role and switch permissions on or off.
The permissions are:
Forms
- Create forms
- Edit forms
- Delete forms
- View all forms in the organisation
Submissions
- View all submissions, from every user
- Edit any submission, not only their own
- Delete submissions
- Export submissions
- Assign submissions to team members
Team
- View team
- Manage team — invite, remove and change roles
Settings
- Manage webhooks
- Manage integrations
- View settings
- Edit settings
Permissions decide what somebody can do across the organisation. Which forms they can use is decided per form — see View and Collect.