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 |
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 |
View form on form home page | Yes | Yes | Yes | No |
Move form | Yes | No | No | No |
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.