🔐Access Management

Teams

• Teams are groups of users that can be managed on the "Teams" page.

• Users can be added to a team and given a specific role within that team: either a Manager or a Member. Members are regular users and do not have the authority to modify the team. This means they cannot add or remove users, nor can they change the roles of team members.

Access Permissions

Access permissions in the system support both individual users and entire teams. This allows for flexibility in how permissions are assigned and managed. Once you've set up your teams, or if you're working with individual users, you can follow these steps to assign them access permissions to both folders and form templates:

1. Click on the button with the three-dot icon located at the top right corner of a folder or form.

2. Select "Manage Access" from the dropdown.

Note: If you do not have Manager permissions for that particular item, you'll see a "View Access" button instead.

Upon selecting this, a popup will appear, allowing you to view and manage the access permissions. Here’s how to proceed:

Enter the user name or team name into the input labeled “Add users and groups”.

Note: Multiple entries can be added simultaneously.

Click on the "+" button to add them. By default, the added user or team will be assigned the role of "Member". This role allows them to view and execute the form, or if it's a folder, access forms within it. However, they won't be able to make modifications, nor will they be able to create new forms or sub-folders. If you want to grant modification privileges (including creating forms and sub-folders for folder permissions), you need to assign them the "Manager" role.

When you create a new folder or form, only you will have Manager access by default. However, if you're creating a sub-folder or a form within an existing folder, it will inherit the permissions from its parent folder.

Note: In cases where a user or team has access to a sub-folder but not one of its parent folders, that user or team will only be able to access the specific sub-folder or file in question. They will not be able to view any other folders or files they haven't been granted access to.