Templates permissions

Within any Compliance or Completions individual modules, you can configure template permissions. To go to Templates permissions, go to Module settings > Roles. Select Add role or click an existing role to edit the role, and then select the Templates tab.

The following table is a summary of permissions in the Templates tab:

Permission Location Allowed actions
Create and edit templates Templates manager forms

  • Create, edit, copy, deactivate and delete forms.
  Templates manager tasks

  • Create, edit, copy, deactivate and delete forms.
 

Form builder

  • Use all functions including form flows.
  Task builder

  • Use all functions.
 

Compliance/Completions landing page

  • View module tiles according to your assignments.
 

Module landing page

  • View side menu Templates manager link.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

The Make this role read-only option is available in all tabs, except for the History tab. For more information, see Read only role.

Steps

To navigate to Module permissions, see steps to access organization level settings in Settings overview.