User Roles and Access Levels

nFORM provides a flexible role-based access control system to ensure that users have the appropriate permissions to perform their tasks while safeguarding sensitive information. User roles determine the specific actions and areas of the system a user can access. When a user registers themselves through nFORM, they are automatically assigned the Self-Registered User role. Additionally, various roles can be assigned to users during account creation or later by an administrator, depending on their responsibilities and the level of access required within the organization.

Administrator (Admin):

• Description: Full control over all system functions.

• Scope: Global

• Permissions:

  • Manage user accounts

  • Design and publish forms

  • Process payments

  • View all reports

  • Administer merchant accounts

  • Manage templates

  • Manage users

  • Manage organizations

  • Publish organizations

  • Form Selection and Submission Wizard

  • Browse Organizations and Forms

  • Browse Internal Organizations and Forms

  • View, Print and Download Submission

  • Edit Draft Submission

  • Delete Draft Submission

  • Revise Submission

  • Process Submissions

  • View Payment Transaction Report

  • Design Forms

  • Publish Forms

  • Manage Merchant Acct

  • Manage Template

  • Manage Users

  • Upload User ESA

  • Manage Organizations

  • Maintain Organization status

User Account Administrator (UAA):

• Description: Manages user accounts and access-related settings.

• Scope: Organization Specific

• Permissions:

  • Change account status (Active, Pending, Inactive)

  • Unlock accounts

  • Reset passwords

  • Resend confirmation emails

  • Security question reset