Roles within Forms

Here’s what to do:
1. Read the text
2. Select ‘Mark Complete’

Available Roles in Forms

There are five different roles available to users of the Forms module:

RoleDescription
Forms AdministratorAccess to all areas of Forms.
Form CreatorCreate and manage forms.
Form ApproverThe Form Creator can give authority to these users to approve, decline or reassign form responses.
Audience MemberThese community members can respond to a form.
Audience Member ProxyThese community members can respond to a form on behalf of a student for whom they are a parent or carer.

Assigning Roles

To be able to use Forms, a Community Member must be set up as a user with a login to Educonnex. Forms user roles are managed within the Forms module, not within the main Educonnex Roles.

To assign roles, navigate to Menu > Administration > Forms, to arrive on the Forms Dashboard.

Select Menu > Users

  1. Select the Role you wish to assign to the user from the either the Form Administrators or Forms Creators tabs.
    
  2. Select the Add icon to add users in bulk; or
    
  3. Use the Search Community Member box to locate an individual and click the Save icon (4)