Security Roles Overview
Security Roles
Role Descriptions
Global Staff Roles
Administrator: Provides the ability to perform all system functions.
User Account Administrator: Provides the ability to: change account status, unlock/reset passwords, resend confirmation emails, and reset security questions.
Common Template Designer: Provides the ability to manage and design the master Common Template.
Payment Account Administrator: Provides the ability to administer 3rd party payment processor settings.
Organization Specific Roles
Internal Users:
Confidential Attachment Viewer: Provides the ability to view confidential attachments for submissions assigned to the organization.
Form Designer: Provides the ability to design and manage form content for an organization.
Form Publisher: Provides the ability to publish refined form(s) for an organization.
Internal Form Viewer: Provides the ability to view and navigate to forms that are considered internal-only.
Internal Organization Viewer: Provides the ability to view and navigate to organizations that are considered internal-only.
Organization Manager: Provides the ability to manage submissions for an organization, manage user security for assigned organization and manage organization content.
Organization Publisher: Provides the ability to publish refined organization content.
Payment Processor: Provides the ability to adjust Payment information submissions for an organization.
Payment Report Viewer: Provides the ability to view Payment Processing report for an organization.
Submission Processor: Provides the ability to perform submission processing functions for submissions assigned to the organization.
Submission Viewer: Provide the ability to view and search for all submissions and use internal processing features in a read-only state.
External Roles:
Electronic Signatory: Provides the ability to submit forms that require an electronic signature.
Verified User: Provides the ability to submit forms that require verified user level authentication. Note a user which is assigned the Electronic Signatory role is assumed to be a Verified User.
Authorized Submitter: Provides the ability to submit forms that require explicit permission to submit (e.g., Authorized Submitter level authorization).
All Users (assigned by default)
Self-Registered User: Provides the ability to sign into system, manage the account information for the user, submit forms that only require Self-Registered User level authorization and view a history of all submissions assigned to the user. Note: all users are assigned this base role by default following registration.
Anonymous Users
Anonymous User: Provides the ability to view all information that is anonymously available in the system such as organization summary content, forms summary content, form finder, public help content. Note: this role is assigned when a user is not signed into the system.
Submission Roles
The following roles are assigned to users within a specific submission by other submission users (via Submission Sharing or Signing Invitation features).
Viewer: Provides the ability to view a submission. User is assigned this role via security pre-population service.
Editor: Provides the ability to edit and submit a form. User is assigned this role via submission sharing invitation or security pre-population service.
Contributor: Provides the ability to edit a submission, when in a draft status. No ability to submit a form or edit a submission while not in a draft status. User is assigned this role via submission sharing invitation or security pre-population service.
Signer: Provides the ability to sign and submit a form. No ability to edit a form. User is assigned this role via submission signing invitation or security pre-population service.