Users

Within the form management area it is possible to create users and assign different roles, which in turn provide different privileges.

Creating Users

To create a user simply click on the Create button at the foot of the 'Users' screen.

When creating a user there are the following options:

The purpose of the different roles is outlined below.

Groups are no longer used so you can ignore this functionality.

User Roles

To ensure appropriate access can be provided to users, there are 6 specific roles in System Management. These are:

• Form Content Editor Full Access - this will allow users with this role to be able to use the edit mode feature within the development environment of a form. I.e. they will be able to update guidance notes, help text, question wording, evidence paragraphs, declaration content etc.

• Form Developer Full Access - this will allow users with this role, where eDesigner is licensed, to be able to have access to the Design Mode button on forms and there fore build / edit their own forms.

• Management Full Access - this will allow users with this role to be able to access System Management and therefore have access to publish forms from one environment to another, add/edit user permissions, change settings, change file content, change resources and update the password policy.

• Portal Full Access - this role is no longer used.

• Restricted Form Access - this role is only appropriate if the council provides 'Aliases' or copies of a form to other departments or external organisations and you want to limit the access of this alias to specific users. I.e. you might want to make a restricted version of say the eClaim and provide a link to the Citizen's Advice Bureau. Normally they would just be given the link. But it is possible to lock this down further by making the alias restricted to a set of users. If this is done they will need to be given this role.

• Admin - this is a super user role where all of the above permissions are available. This should be provided sparingly to a limited set of users.