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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. 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 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 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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