Create and Manage Roles

Prev Next

Roles can be assigned to Team Members to specify the permissions that are available for that group. Learn more about the available Role Permissions.

Add a Role

  1. Sign in to your site

  2. Navigate to the Workspace menu and click Settings
    Navigation menu showing 'My Workspace' and 'Settings' options.

  3. Select Roles Administration highlighted in the navigation menu with Roles selected below.

  4. Select Add Role (+ icon) A button to add a role with a plus icon.

  5. Fill in the fields for the new roles Interface for adding a role with permissions for apps, forms, and tasks.

    • Name: Add a name for your new role

    • Description: Type a description for the role

    • Permissions: Select what permissions the role has

      • Manager: Can create, update, and delete items

      • Developer: Can deploy environments

      • Read Only: Has view-only access

  6. Click SaveThe Save button on the create a role page.

  7. You can now assign Team Members to the role


Edit a Role

  1. Sign in to your site

  2. Navigate to the Workspace menu and click Settings
    Navigation menu showing 'My Workspace' and 'Settings' options.

  3. Select RolesAdministration highlighted in the navigation menu with Roles selected below.

  4. Click the pencil icon next to the role you want to modify The pencil icon next to a role.

  5. Edit the role, as needed Editing role permissions for Forms Builder, including Apps, Forms, and Submission Data.

    • Name: Add a name for your new role

    • Description: Type a description for the role

    • Permissions: Select what permissions the role has

      • Manager: Can create, update, and delete items

      • Developer: Can deploy environments

      • Read Only: Has view-only access

  6. Click SaveThe Save button on the create a role page.


Delete a Role

Important Note

  1. Sign in to your site

  2. Navigate to the Workspace menu and click Settings
    Navigation menu showing 'My Workspace' and 'Settings' options.

  3. Select RolesAdministration highlighted in the navigation menu with Roles selected below.

  4. Select Delete (trashcan icon) next to the role you wish to removeList of user roles with an option to delete a specific role highlighted.

  5. Select Delete on the pop-up that says Are you sure you want to delete the role [role name]?Confirmation dialog asking to delete the role 'Forms Builder' with options to cancel or delete.