User management

Squiz Advanced Forms customers can give their team members roles that provide tailored permissions to view, create, or edit forms.

Advanced Forms roles and permissions

Available Advanced Forms roles, and the permissions associated with these roles, are set out in the following table, Advanced Forms roles and forms permissions.

Table 1. Advanced Forms roles and forms permissions
  Advanced Forms role permissions

Advanced Forms role

View forms

Edit forms

View responses

Manage responses

Manage users and settings

Form admin

✔️

✔️

✔️

✔️

❌️

Form developer

✔️

✔️

❌️

❌️

❌️

Data consumer

✔️

❌️

✔️

❌️

❌️

Data admin

✔️

❌️

✔️

✔️

❌️

Organisation admin

✔️

✔️

✔️

✔️

✔️

These Advanced Forms roles must be mapped to Squiz DXP user roles as per the following table, Advanced Forms roles and Squix DXP roles.

Only Squiz DXP Administrators and Owners can set user roles.

Table 2. Advanced Forms roles and Squix DXP roles
Advanced Forms role Squiz DXP role

Forms admin

Form developer

Admin

A primary user role in Squiz DXP.

Developer

A non-administrative primary user role in Squiz DXP.

Data consumer

Not mapped to a specific Squiz DXP role.

Data admin

Not mapped to a specific Squiz DXP role.

Organisation admin

Owner

A primary user role in Squiz DXP.

Grant users access to a form

  1. Open the form in Edit mode.

  2. Go to Form Settings  Security  Internal User Permissions.

    form settings internal user permissions
    Figure 1. Form Settings → Security → Internal User Permissions
  3. Select the user from the Grant access to users on this form drop-down list.

  4. Select the user’s permissions for this form:

    View Form & Responses

    Allows the user to view the form setup but not edit it. Forms responses can also be viewed.

    Edit Form & Responses

    Allows the user full access to view all areas and edit the form setup.

  5. Save your form.

Further reading

Read more about user management features through the following documentation links: