Add User Roles

To create/add a user role:

1. Visit Settings > User Roles.
2. Click +add user role in the blue bar.
3. In the Role name: field, enter a name for the user role (eg Principals, GenEd, SpEd). The role name can also be updated after it is created by visiting Settings > User Roles > clicking into the role > update the name > click Save.
4. Scroll to each form you wish to assign permissions to. Alternatively, you can visit Form Group Filter in the blue bar > click Clear > select only the desired form groups you would like to add to this user role (eg Special Education) > click OK. Select the default permission and maximum permission of each form type to apply the permissions to.
5. Click the Save button in the blue bar.

An example workflow for bulk assigning default and max permissions for a user role is visiting the Form Group Filter > click Clear > select Special Education > click OK. Click the checkbox dropdown to select all forms in the Special Education form group. Click the Set Default dropdown menu and select Can View. Click the Set Max dropdown and select Owner. Then click Save.

By default only active forms within the environment are shown. If you would like to include deleted forms visit the Show: All Forms dropdown and select Show: Include deleted.

You can also bulk assign default permissions and max permissions by selecting the check boxes on the left hand side of the forms you wish to the same permissions for. You may select all visible form types by clicking the checkbox dropdown in the blue bar. Visit the Set Default dropdown and Set Max dropdown and select the access the user roles should have for the selected forms.