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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.
| Role Name | Role Description | Privileges |
|---|---|---|
| General User** | Using InForm, a user can email, create and edit their own form records and manage own actions | Actions (My) - Create and Edit Form Records - Can be emailed + Create and Edit Own |
| Contractor Representative | Using InForm, a contractor representative can create, edit and email their own form records (scoping required to specific company and form group) | Form Records - can be emailed Form Records - Create and edit own |
| Manager | Using InForm, a user can create, email and archive (cannot delete) all form records, manage actions and use dashboard widgets | Actions (My) - Create and Edit Dashboard widgets user Form Records - Archive + can be emailed + create and edit |
| Administrator | Administrator role for InForm | All 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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