Planning for New User Role Permissions & User Management Page




  • Official comment
    Berit Weymers

    Here is screenshot of our latest updates. You'll notice a few adjustments compared to the screenshot uploaded a few weeks ago on August 1. (For more details on the user management page, please scroll down to see the previous update on Aug 1.)

    Our team met with a graphic designer for recommendations on the interface. Below are some of the suggestions. You can spot the changes in the screenshot.

    • Place a box around the Search bar
    • Alternate table rows with a light grey.
    • Place User Management Batch Actions in a dark grey.
    • Make table column headers bold and uppercase.
    • Remove boxes around users and user group in the (i) section and instead put a divider.

    Please review the changes we've made and give us some feedback! Thank you

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    Rebekah Stevens (Edited )

    It would be great to be able to have some additional options for user permissions. Here are some use cases that we run into:

    • A form owner wants to share form building responsibilities for a form without making the person an admin. (Assign selected forms to a user with form builder rights.)
    • A form owner wants a form builder to be able to copy a form or view form structure for a form that they cannot edit. This would be really helpful for template forms or to share certain functions that we put inside a form.
    • A designated office person wants to assign user and/or user group permissions to a form/form group
    • A designated office person wants to create and/or delete users
    • A field user wants to edit data in the WebForm after submitting the data to the server without letting them see or edit everyone's data. Ability to edit one's own records.
    • A field or office user wants to see and/or edit a group of records for a form based on other values. Possibly all records associated with a client, project or site. Based on record status (draft, final, etc). If they are listed anywhere on the form, could be a project manager or reviewer.
    • A field or office user wants to re-assign records for a form. Either any records for a form or a selected group similar to the above options.
    • A form owner or a form builder on a form wants to delete all records on a form - restrict this to just admin or owners of the form
    • A form owner or a form builder wants to delete individual records for a form. Either any records for a form or a selected group similar to the above options.
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  • Avatar
    Berit Weymers (Edited )


    Hi Everyone! We wanted to share with you an update on the new User Management page. We are working hard on phase 1 of the new User Management page. Phase 1 is focused on the new U.I. for user management and creating the backend. The later phases will allow for more customizations on the user role permissions.

    Below is a screenshot of home screen. It is still a work in progress but you'll notice some key features.

    To start, on the left, we have a collapsable menu. By default it will show you the basic information (i) about your users. Clicking the button to the right of the (i) button will show you a list of your user groups. Clicking on one of the groups will show you all the users in that group and allow you to edit the group. On the right of the group button, there is a button with 3 lines. This will allow you to customize your table of users. 

    In the main part of the screen, you'll notice the table of users. Each header of a column in the table is clickable. This will allow you to re-order by date or alphabetically.

    With this new interface, we will allow for batch actions! Once you've selected a user, you'll see the list of batch actions in the top menu.

    Lastly, on the right corner there is a + button. This is what you will click to create a new user, new group or upload new users.


    This is just a sneak peek on what our developers have been working on.  Let us know your thoughts!

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  • Avatar
    Karl Simms

    looks awesome, a vast improvement from the current UI. 

    would hope to see something similar for form assignments page aswell (when you guys get round to that :))

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