Formulayt's role-based access control enables enterprises to maintain governance across their form estate. The Roles area allows administrators to define granular permissions and access levels for different user types.
Default user roles
All Formulayt accounts have roles that can be assigned to users:
Administrator
Users with this role can manage any aspect of this account
Basic user
Can create/edit own gates
Can delete own gates
Gate activity report on individual gates
All form types
Editor
Can create/edit own gates
Can delete own gates
Can edit any gates
Can delete any gates
Can create folders
Can edit/delete folders
Gate activity report on individual gates
Gate activity report - all gates
All form types
Manager
Can create/edit own gates
Can delete own gates
Can edit any gates
Can delete any gates
Can create folders
Can edit/delete folders
Gate activity report on individual gates
Gate activity report - all gates
View translations
Edit translations
Access all languages
All form types
Translator
View translations
Edit translations
Access all languages
Creating and editing roles
Depending on your Formulayt subscription you can edit existing roles or create new ones. When editing roles, you will see a series of permissions that can be granted across different areas of the platform:
Gate editing
Features
Translations
Available Form Types
Important: Certain permissions are dependent on one another. For example, if you enable edit translations, view translations will be automatically granted as well.
After creating a new role or editing an existing one, click save to apply your changes.
Assigning roles to users
To assign roles to users:
Navigate to Setup> Users
You will see a list of users who have access to your account along with their currently assigned role
By selecting a user, you can view information about all available roles and their associated permissions.
Assign users to a specific role by making a selection from the the dropdown.