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	Forms administrator A secondary user role in Squiz DXP.
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

Open the form in Edit mode.
Go to Form Settings Security Internal User Permissions.

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

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User management

Advanced Forms roles and permissions

Grant users access to a form

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