You can assign or change a user’s permissions by clicking on the user from the User list on Organization’s settings.
Global Permission
The global permission a user is granted affects what they can do within your organization, and is the default permission granted when new forms are created within the organization.
- Owners can manage the organization, plans, and billing, as well as manage users, forms, and entries. Only owners can assign other owners or delete the organization.
- Administrators can manage users, forms, and entries.
- Editors can manage form entries, but cannot build or publish forms.
- Reviewers can only view or export form entries, but cannot make changes.
- None can log in, will only have to access to forms for which they have been given specific permissions.
Detailed Permission Comparison
Owner | Administrator | Editor | Reviewer | None | |
---|---|---|---|---|---|
Invite users | Yes | Yes | No | No | No |
View user permissions | Yes | Yes | No | No | No |
Change user permissions | Yes | Yes | No | No | No |
Delete users | Yes | Yes | No | No | No |
Assign new owners | Yes | No | No | No | No |
Remove owners | Yes | No | No | No | No |
View billing information | Yes | No | No | No | No |
Edit billing information | Yes | No | No | No | No |
Change plan | Yes | No | No | No | No |
View plan usage | Yes | No | No | No | No |
View billing history | Yes | No | No | No | No |
Delete organization | Yes | No | No | No | No |
View general settings | Yes | Yes | Yes | Yes | Yes |
Edit general settings | Yes | No | No | No | No |
View default location | Yes | Yes | Yes | Yes | Yes |
Edit default location | Yes | No | No | No | No |
Authorize integrations | Yes | Yes | No | No | No |
Account | |||||
Log in | Yes | Yes | Yes | Yes | Yes |
Require two-factor authentication* | Yes | Yes | No | No | No |
*Only organizations on the Enterprise plan level can require two-factor authentication for all users.
Form Permissions
A user’s global permission can be overridden on an individual form.
- Administrators can manage the form and its entries including assigning permissions to users on that form.
- Editors can manage the form’s entries but cannot build or publish the form.
- Reviewers can only view or export the form’s entries but cannot make changes.
- None has no access to the form and cannot view it on the forms home page.
Detailed Form Permission Comparison
Administrator | Editor | Reviewer | None | |
---|---|---|---|---|
Assign form permissions | Yes | No | No | No |
Build form | Yes | No | No | No |
Copy form | Yes | No | No | No |
Delete form | Yes | No | No | No |
Archive form | Yes | No | No | No |
Publish form | Yes | No | No | No |
View entries | Yes | Yes | Yes | No |
View integration audit data* | Yes | No | No | No |
Create new entries | Yes | Yes | No | No |
Create new entry view | Yes | Yes | No | No |
Edit entries | Yes | Yes | No | No |
Change entry status | Yes | Yes | No | No |
Delete entries | Yes | Yes | No | No |
Import entries | Yes | No | No | No |
Export entries | Yes | Yes | Yes | No |
Download files | Yes | Yes | Yes | No |
Share entries | Yes | Yes | No | No |
Email entries | Yes | Yes | No | No |
View form on form home page | Yes | Yes | Yes | No |
Move form | Yes | No | No | No |
*Form administrators can view full integration status details in the entry audit log.
Folder Permissions
Organizations on the Enterprise plan have the ability to set and manage user permissions on folders.
By default, folder/form permissions are inherited from global permission levels.
If necessary, you can also assign permissions on a folder-by-folder basis – simply open the folder, and select the Users icon in the top right corner.
Then, update the permissions for each user accordingly.
- Global Administrators can manage the folder and create new folders.
- Folder Administrators can manage the folder, but cannot create new folders.
- Editors/Reviewers can view forms in the folder, but cannot make changes to the folder.
- None cannot make any changes to the folder, and cannot view the folder unless it contains forms the user has permission to access.
Detailed Folder Permission Comparison
Administrator | Editor | Reviewer | None | |
---|---|---|---|---|
Create folder | Yes | No | No | No |
Delete folder | Yes | No | No | No |
Archive folder | Yes* | No | No | No |
Rename folder | Yes | No | No | No |
View folder | Yes | Yes | Yes | Yes** |
Add new form to folder | Yes | No | No | No |
Move form to folder | Yes | No | No | No |
Copy form to folder | Yes | No | No | No |
Edit folder permissions | Yes | No | No | No |
*You must be an Administrator of every form in the folder to archive it.
**Folders will only appear if the folder contains forms the user has permission to access.