With Advanced user management, you are able to give users specific permissions. Find out in this Help Center post how to work with Advanced user management.
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This feature is available in the Tree and Forest plan. Visit our Pricing page.
1. Users page
Go to the Users page in the MoreApp Platform and click on Manage roles.
2. Create new role
Click on + Create new role and give the role a Name. For example, Manage Tasks and click on Create. The role will be added under the header: Custom roles. Now you are able to configure the role and set the right permissions.
Note: You can delete a custom role by clicking on the Delete button.
3. Which permissions
Create a form within a folder you have access to
Edit and publish form
Create new folders
Add form to folder
Add/move to a folder you have access to
Remove form from folder
Remove from a folder you have access to
Update name, description and icon
Submit form in the app to create a new Submission
View submissions for a specific form
Delete submissions for a specific form
Update submissions for a specific form
Create tasks for a specific form
View tasks for a specific form
Complete tasks for a specific form
Revoke tasks for a specific form
Manage all forms & folders
Create, view and update ALL forms & folders
Manage all submissions
View, delete and resend submissions for ALL forms
Manage all tasks
Create, view and update tasks for ALL Forms
Manage user & access
Manage access for all users, invites and groups
|Manage single sign-on||Manage the configuration for SSO|
|Manage email domain||Manage the configuration for your custom email domain|
Update your subscription, billing details and payment method. View your invoice and historic usage
Manage data sources
Create, view, update and delete all data sources
Create, view, update and delete all webhooks
Create, view, update and delete all templates
4. Example Manage Tasks
In this example we create a custom role for a specific group or user to create, view, complete and revoke tasks.
Go to the specific user or group. Click on Permissions and select on the right side of the form the custom role.
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