Using the Manage Roles Area in the Formulayt platform it is possible for Administrators to control what users can access and edit.
All Formulayt accounts start off with 5 customizable roles that can be assigned to users:
- Administrator
- Users with this role can manage any aspect of this account.
- Basic User
- Can create/edit own gates
- Can delete own gates
- Gate activity report on individual gates
- All form types
- Editor
- Can create/edit own gates
- Can delete own gates
- Can edit any gates
- Can delete any gates
- Can create folders
- Can edit/delete folders
- Gate activity report on individual gates
- Gate activity report - all gates
- All form types
- Manager
- Can create/edit own gates
- Can delete own gates
- Can edit any gates
- Can delete any gates
- Can create folders
- Can edit/delete folders
- Gate activity report on individual gates
- Gate activity report - all gates
- View translations
- Edit translations
- Access all languages
- All form types
- Translator
- View translations
- Edit translations
- Access all languages
You can edit roles or create new ones. When editing roles you will see a series of permissions that can be granted across different areas of the platform. These areas are:
- Gate Editing
- Features
- Translations
- Available Form Types
It is important to note that certain permissions are dependant on one another; for example, if you enable edit translations, view translations will be automatically granted as well.
Once you have completed your new role or finished editing hit save. To assign this role to a user navigate to Manager Users. Here you will see a list of users who have access to your account along with their currently assigned role.
When editing a user you can view information about all the available roles and what the permissions associated.
Got questions about managing permissions or having issues? Get in touch by clicking "New Support Ticket" above.