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On this page:
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| Role Name | Role Description | Privileges |
|---|---|---|
| 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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- Create the role as normal, as per instructions in the Access Roles page in this user guide
- To scope to a particular roleform group, 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
- 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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