Administrative User Roles

Administrative User Roles for Dynamic Forms

Dynamic Forms allows you to control permissions that an administrative user has. Below are the five levels and what they allow.

NOTE: All roles are ORG (department) based, and cannot be assigned to specific forms.

 

1) ORG Manager

  • Description: for users that will manage the Dynamic Forms ORGS as a whole, including managing and building form templates. HIGHEST LEVEL OF ACCESS, typically assigned to 1-2 users per ORG.

  • Contains the following permissions:

    • View ORG information

    • View form data

    • Complete "school" section

    • View, Re-send & edit co-signer info

    • Change form status (including deleting and un-deleting form submissions)

    • View & download file attachments

    • Build & edit form templates

    • View & Edit API connections in forms

    • Edit event configurations

    • Activate & manage shared templates

    • View, edit & delete form invitations

    • View, edit & delete user groups, and assign users to groups

 

2) Back-Up ORG Manager

  • Description: less access than ORG Manager, intended for users who will not be managing or building form templates. Typically assigned to 1-2 users per ORG.

  • Contains the following permissions:

    • View ORG information

    • View form data

    • Complete "school" section

    • View, Re-send & edit co-signer info

    • Change form status (cannot delete & un-delete form submissions)

    • View & download file attachments

 

3) Submission View Only

  • Description: for users that ONLY need to be able to VIEW form submissions, and do not have to take action on forms (example: director needs visibility to see all submissions, etc.) — LOWEST LEVEL OF ACCESS.

  • Contains the following permissions:

    • View ORG information

    • View form data

    • View & download file attachments

 

4) Form Builder

  • Description: for users that will be building and managing form templates, allows required permissions for testing during form building.

  • Contains the following permissions:

    • View form data

    • Complete "school" section

    • View, Re-send & edit co-signer info

    • Change form status (cannot delete & un-delete form submissions)

    • View & download file attachments

    • Build & edit form templates

    • View & Edit API connections in forms

    • Edit event configurations

    • Activate & manage shared templates

    • View & user groups, and assign users to groups

 

5) Processor

  • Description: for users that will be processing form submissions, and will not be managing or building form templates.

  • Contains the following permissions:

    • View form data

    • Complete "school" section

    • View, Re-send & edit co-signer info

    • Change form status (including deleting and un-deleting form submissions)

    • View & download file attachments

    • View form invitations

    • View user groups

 

Questions? Contact the Dynamic Forms ITS Team by emailing pmo@sfasu.edu.
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