Getting started
What is the difference between Admin, Editor and Viewer?
The current User Management screen offers Admin and Editor. Viewer is not selectable in this screen.
Navigation: Open Forms 145/146 → Forms Dashboard → User Management
How to do it
- Open User Management from the sidebar, or click Team / User Management in the Forms Dashboard header.
- Read the member's saved role in the team table.
- An organisation Admin can use Add Member or Edit role to choose Admin or Editor.
- Use Admin for organisation settings and team administration; use Editor for preparing and operating forms.
What to expect
The assigned role controls organisation actions. Supporting-document endpoints also recognise restricted Viewer access where such a membership already exists.
Important details
- The screen explicitly says Viewer is unavailable until its broader permission validation is completed; do not look for a Viewer option in Add Member.
- Editors cannot open the organisation-admin Settings page. Site-admin access is a separate permission.