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INFORM ROLES
The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.
To further understand the InForm module, refer to the Lucidity InForm user guide for more details.
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Scoping to form groups can be applied in Access Roles and/or in the individual users' profile. Refer to the the InForm Scoping section in the Assigning Roles and Defining Scoping page in this user guide for more details. |
| Role Name | Role Description | Privileges | Scoping to Form Groups available |
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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 | Y |
| 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 | Y |
| 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 | Y |
| 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 | Y |
| Column Configuration | Using InForm, a user can configure columns displayed on screen and in reports (in conjunction with admin role) | Column Configuration | N/A |
| Report Emailing | Using InForm, a user can configure scheduled reports on behalf of other users (in conjunction with admin role) | Report Emailing Administrator | Not recommended |
** Typically, the InForm General User role is assigned by default to all users of the system.
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