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Web Form Builder Permissions
Web Form Builder Permissions

See who can do what in the Web Form Manager app

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a week ago

Read-Only users can:  

  • View the list of web forms

  • View the list of archived forms

  • Download a list of webforms as a list

  • View a webform's settings

  • View Locations, Notes and Documents on a webform

  • Open the webform

  • Share the preview link

  • Copy the code snippet & URL

  • Filter the stats

  • Go to where the data lives

  • View the list of templates

  • View the In-App Reports

  • Generate a thumbnail preview

Read-Write users can also: 

  • Add a new webform

  • Edit a draft webform

  • 'Take control' of a form from another user

  • Set a webform into "safe mode"

  • Discard changes made in "safe mode"

  • Set a webform live

  • Archive a webform

  • Clone a webform

  • Add/ Edit location note

  • Add, upload, edit & download a Document

  • Add/ edit note

  • Create a template from an existing form

  • Create a new form from a template

Super Users can also: 

  • Add, edit & delete GDPR status options

  • Add, edit & delete tracking codes in settings

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