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
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 Tasks | Explanation |
|---|---|
Create tasks | Create tasks for a specific form |
View tasks | View tasks for a specific form |
Complete tasks | Complete tasks for a specific form |
Revoke tasks | Revoke tasks 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 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 |
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 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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