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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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Users can be scoped by form groups which means only forms within the selected form groups will be available for completion and viewing. This can be done at the role level (where groups of users can be scoped) or at the individual level (only recommended in an unusual, one-off case). See the InForm Access Roles and Privileges page within this user guide for more information on scoping at the individual user level.
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Lucidity Access: Form Group Scoping - coming soon! |
To scope a role to a particular form group, from the edit roles page:
- Create the role as normal, as per instructions in the Access Roles page in this user guide
- To scope to a particular role, untick the 'Scope to all form groups' option
- By default, the 'Scope to all form groups' will be ticked, meaning all users in the role
- will have access to all forms
- Select all the form groups to be scoped
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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. |