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Permissions

  • Access CHEFS with IDIR

  • Create/Edit/Delete simple/advanced form

  • Export design form (JSON)

  • Access form versioning

    • Publish/unpublish any version

    • Edit only unpublished current version

    • Delete unpublished draft version

    • Create new version based on any old vers

  • Share form

    • Copy URL link

    • Download QR code

  • Add/Delete member roles (Team management)
    - Owner (Owns the form)
    - Team Manager (Manage form team memb.)
    - Form Designer (Design the form)
    - Reviewer(Review and manage submissions)
    - Submitter (Can fill out and submit the form)

  • Set form access

    • Public (anonymous - usually for surveys)

    • Log in required (IDIR, Basic BCeid)

    • Specific Team members

  • Set form functionality

    • Submitters can save and edit drafts

    • Reviewers can update status of the form

  • Set:

    • What submitter will see on the form after
      submission (Conf ID, email Submission ID)

    • Allow submitters to send submission email
      confirmation

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