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How to work with Advanced User Management | MoreApp

With Advanced user management, you are able to give users specific permissions. Find out 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. Create a new role

Go to the User management page in the MoreApp Platform and click on Roles. 

Click on + Create role. Give the role a Name, add a description and choose the Role scope. Roles can be created at Account level or at Folders or Forms level. Once this is decided, click on Next.

Then, select the different permissions you want to include for that role. Click on Create to save the configuration.

create-role-permissions

After the role is created, you will be redirected to the Roles overview page.

If you click on the three dots on the right side of the role, you can choose:

  • View: To view the permissions of a custom role
  • Edit: To change the permissions of a custom role
  • Delete: To delete an existing custom role

2. Permissions

Permission Forms

Explanation

Create forms

Create a form within a folder you have access to

Edit form

Edit and publish form

  Restore form

  Restore archived forms

  Preview form

  Preview the form in the editor

Delete form

Delete form and related data

 

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

Submit forms

Fill out forms 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

Update tasks

Complete or revoke tasks for a specific form

Delete tasks

Delete tasks and related data

 

Permission Administrative

Explanation

Manage all folders and forms

Create, view and update all forms and folders

Manage submissions

View, delete and resend submissions for all forms

Manage tasks

Create, view and update tasks for all forms

Manage users and groups

Manage access for all users, invites and groups

  Manage data sources

 Create, view, update and delete all data sources

Manage single sign-on

Manage the configuration for SSO

Manage email domain

Manage the configuration for your custom email domain and domain verification

Manage billing

Manage billing information, subscription, and invoices

Manage webhooks

Create, view, update and delete all webhooks


3. Example: Manage Tasks 

In this example, we create a custom role, at Forms level, for a specific group or user to create, view, update and delete tasks.

manage-tasks-role-example

After the role is created, go to a specific user or group. Open the Role & permissions tab and select the custom role.

 

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