Admins, groups, and permissions

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Learn how admin rights, groups and permissions work together to control access in Formcentric.

What is an admin?

Administrators have elevated permissions and manage Formcentric. To become an administrator, users must be members of the “admins” group.

What are groups?

Groups allow you to combine users and assign them shared permissions. Instead of assigning rights individually, you define them once per group – all members receive them automatically.

What are permissions?

With permissions, you define which actions members of a group in Formcentric are allowed to perform.


    How to assign permissions:

    1. Create a group.
    2. Assign members to the group. You can add new users directly when inviting them to the group.
    3. Define the permissions for this group.
    4. Users who are added to the group automatically receive the group’s permissions.

    The additive model

    If a user is a member of multiple groups, all rights from all groups are combined.

    Example:

    1. Group A can only view submissions.
    2. Group B can view and export submissions.
    3. A user in both groups can do both: view and export.

    Note: To revoke a permission, it must be removed from all groups that grant it – or the user must be removed from all relevant groups.

    What happens when users are not assigned to a group?

    Users who are not assigned to a group can log in and view forms, but cannot perform any further actions – such as editing, publishing or deleting. Submissions are not visible to them either. Only by being assigned to a group with the appropriate permissions do they gain further access.

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