User permission levels

You can assign or change a user’s permissions by clicking your organization’s name in the top left corner and then clicking Settings. In your organization’s settings, go to the Users section.

Global Permission

Quick Tip

Your global permissions must be set to Owner or Administrator in order to copy forms, set up integrations, invite users, and more.

The global permission a user is granted affects what they can do within your organization, and is the default permission granted when new forms are created within the organization.

Owners can manage the organization, plans, and billing, as well as manage users, forms, and entries. Only owners can assign other owners or delete the organization.
Administrators can manage users, forms, and entries.
Editors can manage form entries, but cannot build or publish forms.
Reviewers can only view or export form entries, but cannot make changes.
Limited Access users can log in, but only have access to forms for which they have been given specific permissions.

Detailed Permission Comparison

	Owner	Administrator	Editor	Reviewer	Limited Access
Invite users	Yes	Yes	No	No	No
View user permissions	Yes	Yes	No	No	No
Change user permissions	Yes	Yes	No	No	No
Delete users	Yes	Yes	No	No	No
Assign new owners	Yes	No	No	No	No
Remove owners	Yes	No	No	No	No
View billing information	Yes	No	No	No	No
Edit billing information	Yes	No	No	No	No
Change plan	Yes	No	No	No	No
View plan usage	Yes	No	No	No	No
View billing history	Yes	No	No	No	No
Delete organization	Yes	No	No	No	No
View general settings	Yes	Yes	Yes	Yes	Yes
Edit general settings	Yes	No	No	No	No
Require form themes	Yes	Yes	No	No	No
Track read/unread entries	Yes	Yes	No	No	No
View default location	Yes	Yes	Yes	Yes	Yes
Edit default location	Yes	No	No	No	No
Manage integrations	Yes	Yes	No	No	No
Account
Log in	Yes	Yes	Yes	Yes	Yes
Require 2FA/SSO*	Yes	Yes	No	No	No

*Organizations on the Enterprise plan level can require two-factor authentication or single sign-on for all users.

Form Permissions

A user’s global permission can be overridden on an individual form.

Administrators can manage the form and its entries including assigning permissions to users on that form.
Editors can manage the form’s entries but cannot build or publish the form.
Reviewers can only view or export the form’s entries but cannot make changes.
Limited Access users have no access to forms unless assigned to specific workflow roles.

Detailed Form Permission Comparison

	Administrator	Editor	Reviewer	Limited Access
Assign form permissions	Yes	No	No	No
Build form	Yes	No	No	No
Copy form	Yes*	No	No	No
Delete form	Yes	No	No	No
Archive form	Yes	No	No	No
Publish form	Yes	No	No	No
View form in Dashboard	Yes	Yes	Yes	Yes**
Move form to/from a folder	Yes	No	No	No
View/export form details	Yes	No	No	No
Entries
View entries	Yes	Yes	Yes	Yes**
View integration audit data	Yes	No	No	No
Create new entries	Yes	Yes	Yes**	Yes**
Auto-Create entries	Yes	No	No	No
Create new entry view	Yes	Yes	No	No
Edit entries	Yes	Yes	Yes**	Yes**
Change status	Yes	Yes	No	No
Import entries	Yes	Yes	No	No
Export entries	Yes	Yes	Yes**	Yes**
Download files	Yes	Yes	Yes	No
Delete entries	Yes	Yes	No	No
Create documents	Yes	Yes	Yes	Yes**
Manage document templates	Yes	No	No	No
Share entries	Yes	Yes	No	No
Email entries	Yes	Yes	No	No
Mark entries as Read/Unread	Yes	Yes	No	No
Print entries	Yes	Yes	Yes	Yes**

*Users with Administrator form permissions can copy a form if: 1) their global permission level is also Administrator or 2) they have Administrator permissions for at least one folder.

**Reviewers/Limited access users only have these permissions when accessing entry views assigned to their workflow role. Additionally, Limited Access users can only generate document templates set to the role they’ve been assigned and cannot export entries using the All Fields option.

Folder Permissions

This feature is available to organizations on the Enterprise plan.

By default, folder/form permissions are inherited from global permission levels.

You can assign individual folder permissions on your organization’s Dashboard. Simply open the folder and select the Users icon in the top right corner.

Global Administrators can manage the folder and create new folders.
Folder Administrators can manage the folder, but cannot create new folders.
Editors/Reviewers can view forms in the folder, but cannot make changes to the folder.
Limited Access users cannot make any changes to the folder, and cannot view the folder unless it contains forms the user has permission to access.

Detailed Folder Permission Comparison

	Administrator	Editor	Reviewer	Limited Access
View folder	Yes	Yes	Yes	Yes*
Delete folder	Yes	No	No	No
Archive folder	Yes**	No	No	No
Rename folder	Yes	No	No	No
Add new form to folder	Yes	No	No	No
Move form to folder	Yes	No	No	No
Copy form to folder	Yes	No	No	No
Edit folder permissions	Yes	No	No	No

*Folder will only appear if the folder contains forms the user has permission to access.

**You must be an Administrator of every form in the folder to archive it.