Role Permissions

This article outlines the permissions that can be added to a role. There are three main access levels for each permission:

• Manager: Can create, update, and delete items

• Developer: Can deploy environments

• Read Only: Has view-only access

Create

• Apps: Gives access to applications for your instance

• App Users: Allows users to manage or view app users and SAML configurations

• Forms: Gives access to Forms for your instance. This permission requires at least Read Only Integrations permissions to set up some submission events, and at least Read Only API Hosting permissions to set up the "Webhook: Hosted API" submission event.

• Submission Data: Gives access to Submission Data for forms

• Scheduled Tasks: Gives access to create and manage tasks, actions, and groups.

Advanced

• Environments: Gives access to the Environments for your instance

• Lists: Allows users to manage Lists

• Lookups: Allows users to manage or view Lookups

• Email Templates: Gives access to Email Templates

• Calendar Bookings, Integrations & Development Keys: Gives access to the calendar bookings, integrations, and developer keys functions of your instance

Developer

• API Hosting: Allows users to manage or view Hosted APIs and deploy environments

• Web/CDN Hosting: Allows users to manage or view Web/CDN Hosting and deploy environments

Administration

• Team Members: Gives access to Team Members for the instance

• Roles: Allows users to manage or view Roles

  Note:

  We recommend only giving Manager access for this permission to the Owner role.

• Auditing: Allows users to view Audit records

• Retention Policies: Allows users to manage or view data retention policies, data manager form selection

  Note:

  We recommend only giving Manager access for this permission to the Owner role.

• Billing: Gives access to available billing solutions