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On this page:
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| Role Name | Role Description | Privileges |
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| General User** | Using InForm, a user can email, create and edit their own form records and manage own actions. Includes all form groups. | Actions (My) - Create and Edit Form Records - Can be emailed + Create and Edit Own Scope to all form groups |
| Contractor Representative | Using InForm, a contractor representative can create, edit and email their own form records (scoping required to specific company) Includes all form groups. | Form Records - can be emailed Form Records - Create and edit own Scope to all form groups |
| Manager | Using InForm, a user can create, email and archive (cannot delete) all form records, bulk download, manage actions and use dashboard widgets. Includes all form groups. | Actions (My) - Create and Edit Bulk Download Inform form records Dashboard widgets user Form Records - Archive + can be emailed + create and edit Scope to all form groups |
| Administrator | Administrator role for InForm | Scope to all form groups All other privileges EXCEPT: Actions (All) - View Actions (My) - View Column Configuration Dashboard readonly widgets user Form Records - create and edit own Report Emailing Administrator |
| Column Configuration | Using InForm, a user can configure columns displayed on screen and in reports (in conjunction with admin role) | Column Configuration |
| Report Emailing | Using InForm, a user can configure scheduled reports on behalf of other users (in conjunction with admin role) | Report Emailing Administrator |
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It is important to note that if new form groups are added in InForm, these WILL NOT be available to any user that has form group scoping applied. These will need to be added to the Access role(s) as applicable. |
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The form groups a user has access to will be a sum of the form groups in their Access role AS WELL AS the form groups within their individual profile. If the Access role has 3 form groups selected and the individual user profile has 3 different form groups selected, the user will be able to see all 6 form groups. |