Adding Roles

How to add a role

Forms are role-based. Each user is assigned a role, then, forms are assigned a role. At least one role must be created.

1. From the Administration menu, click Roles to open the Roles page.
   
2. Click Add Role to open the Add Role window.
   
3. In the Role Name field enter a name for the role. You can be as generic or as specific as you would like, depending on how you want your forms distributed.
   
4. Click Save and continue the process until you have the roles you need set up.