Permissions by Typically Assigned Roles

See examples of permissions assigned by typical system roles.

Permissions are configurable and may vary based on need. The table below contains typical system roles as they correspond to form template rights.

Form Template RightsTypical System Roles
Allow Contribution (Form owner can request contributions)BU Administrator, Project Administrator, Project Editor, Subcontractor
Allow Scheduling (Form owner can specify completion dates)BU Administrator, Project Administrator, Project Editor, Subcontractor
Create FormBU Administrator, Project Administrator
Delete All FormsBU Administrator
Delete Forms Created By My Business UnitBU Administrator, Project Administrator
Edit All FormsBU Administrator
Edit Forms Created By/Issued To My Business UnitBU Administrator, Project Administrator, Project Editor
Email FormBU Administrator, Project Administrator, Project Editor, Subcontractor
View All FormsBU Administrator
View Forms Created By/Issued To My Business UnitBU Administrator, Project Administrator, Project Editor, Subcontractor