Roles & Permissions

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Create New Roles

1. On the Roles page (Manage > Roles), you can create or edit roles within formsflow.ai.

   

2. To create a new role, click Create New Role in the top right corner. In the popup, add the role name, description, and toggle features/permissions for the role.

   

3. Click Create at the bottom of the popup when satisfied with the selected permissions.

4. Edit permissions by clicking the edit button beside each role in the Actions column.

Assign Roles to Users

1. Assign roles to users on the Users page (Manage > Users).

   

2. Find the user in the table, click Add Role, select the roles to assign in the popup, and click Done.

   

   Note: To remove a role, click the "x" button next to the role. The role will be removed immediately.