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Info
titleScoping to Form Groups

Scoping to form groups can be applied in Access Roles and/or in the individual users' profile. although this is only recommended in unique and rare circumstances. Refer to the the InForm Scoping section in the Assigning Roles and Defining Scoping page in this user guide for more details.

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Role NameRole DescriptionPrivilegesForm Group Scoping 
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 (if Respondent or Creator)

Scope to all form groups

All
Contractor RepresentativeUsing 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 (if Respondent)

Scope to all form groups

None - will need specifying by admin
ManagerUsing 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 (All) - Create and Edit

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

All
AdministratorAdministrator role for InForm

Scope to all form groups

All other privileges EXCEPT:

Actions (All) - View

Actions (My) - View

Approval override

Column Configuration

Dashboard readonly widgets user

Form Records - create and edit

Report Emailing Administrator

All
Column ConfigurationUsing InForm, a user can configure columns displayed on screen and in reports (in conjunction with admin role)Column ConfigurationN/A
Report EmailingUsing InForm, a user can configure scheduled reports on behalf of other users (in conjunction with admin role)Report Emailing AdministratorNot recommendedAll

** Typically, the InForm General User role is assigned by default to all users of the system.

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