Of course! Team members can be given additional permissions that enable them to perform advanced functions or, if required, their permissions can be limited.
When creating or viewing a Team member, you will see a field labelled Role.
By selecting a different role for this user, the administrator can ensure that the team member is allocated the correct permissions for the role they play within the company’s workflow.
Here is a comprehensive breakdown of the different permissions associated with each of these roles:
VIEWER ROLE
- Can view requests that have not been published.
- Can view the client list.
- Can view the team list.
- Can view the template list.
- Can view the reminder schedules.
- Can request help using the in-app chat system.
- Can see a warning indicating the application subscription status if in trial.
- Can see the announcement icon in the navigation menu.
REVIEWER ROLE
- As above, additionally:
- Can send an email to a client using the application’s email function.
- Can approve or reject field answers completed by a client.
EDITOR ROLE
- As above, additionally:
- Can edit a request (instructions, name, adding or removing fields, sections, deleting a request, etc).
- Can update or create clients.
- Can update or create templates (request, page and sections templates).
- Can update or create reminder schedules or email templates.
ADMIN ROLE
- As above, additionally:
- Can update or create team members.
- Can update subscription billing settings.
- Can modify company settings.
- Can modify integrations, webhooks and connected apps.