iFormBuilder Users
What's covered:
To get to the menus, you must first log into the iFormBuilder Web Portal.
There are two defined roles that allow users different access rights to functionality within iFormBuilder; the General User role, and the Company Admin role. These roles are set when the Company Admin creates a new user account. The Company Admin role has rights to more system functionality.
GENERAL USER MENU
- Data Tab: This shows all the data currently on the server. You can see individual forms depending on your view rights.
- Users Tab: Allows the user to edit his or profile.
- Support: Access to the Zerion Help Desk & Community
COMPANY ADMIN MENU
- Data Tab: This shows all the data currently on the server. You can see individual forms depending on your view rights.
- Form Tabs: Includes access to Form Assignment, Form Builder, Form Groups, Localization, Scoring, and the Form Packager.
- Users Tab: Edit own Profile, Add/Edit Users, Notifications, and User Groups.
- Company Tab: Includes Company Info, Licences, API Apps and Billing.
- Support Tab: Access to the Zerion Help Desk & Community
- Server Admin: Includes Server Info, Manage Profiles, Analytics.
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