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 plans. Check our plans.


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 Instructions 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. 



3. Which permissions


Permission Forms

Explanation

Create forms

Create a form within a folder you have access to

Update form

Edit and publish form

Delete form

Delete form 



Permission Folders

Explanation

Create folders

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 folder

Update name, description and icon

Delete folder

Delete folder



Permission Submissions

Explanation

Create submission

Submit form in the app to create a new Submission

View submissions

View submissions for a specific form

Delete submissions

Delete submissions for a specific form

Update submissions

Update submissions for a specific form



Permission Instructions

Explanation

Create instructions 

Create instructions for a specific form

View instructions

View instructions for a specific form

Complete instructions

Complete instructions for a specific form

Revoke instructions

Revoke instructions for a specific form



Permission Administrative

Explanation

Manage all forms & folders

Create, view and update ALL forms & folders

Manage all submissions

View, delete and resend submissions for ALL forms

Manage all instructions

Create, view and update instructions for ALL Forms

Manage user & access

Manage access for all users, invites and groups

Manage billing

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

Manage webhooks

Create, view, update and delete all webhooks

Manage templates

Create, view, update and delete all templates



4. Example Manage Instruction 

In this example we create a custom role for a specific group or user to create, view, complete and revoke instructions.



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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