Users & Permissions
User Roles
Based on their permission to add/modify users, create forms, and submit data, users are classified into Super Admin, Admin, User, and Respondent. The roles assigned to a user in Zoho Forms need not necessarily follow your organizational hierarchy.
|
Permissions
|
Super Admin
|
Admin
|
Respondent
|
User
|
|
Create Forms/Reports
|
Yes
|
Yes
|
|
Yes
|
|
Access Forms
|
Yes
|
Yes | Yes | Yes |
|
Submit Forms
|
Yes | Yes | Yes | Yes |
|
Share Forms/Reports
|
Yes | Yes |
|
Yes |
|
Add approvals
|
Yes
|
Yes
|
|
Yes |
|
Assign tasks
|
Yes | Yes |
|
Yes |
|
Add new Users
|
Yes | Yes |
|
|
|
Assign Roles
|
Yes |
|
|
|
|
Alter User status(Active/Inactive)
|
Yes | Yes |
|
|
|
Change Super Admin
|
Yes |
|
|
|
Adding Users
To add users to your Zoho Forms organization, you must first send them an invitation from Zoho Forms. Invite Users to your organization so that they can collaborate while creating forms for your organization.
To invite users to your organization,
-
Log in to your Zoho Forms account as the Super Admin.
-
Click the Users
tab.
-
Click the Add users
button in the top-right corner.
-
Enter the email address of the person you want to add and click Add.
An email invitation will be sent to the invitee. Until they accept your invitation, you will see a Pending message and a Re-invite option next to their name.
Deleting Users
- Only the Super Admin can delete other users in the org.
-
A Super Admin cannot be deleted within Zoho Forms.
-
User should not be the owner of any form in your Zoho Forms org.
-
User should not have the Modify Form permission to any shared form.
-
User should not be involved in the Form Approval process or be the Approval Admin.
- SMS connections that the user owns should not be used in any form within your Zoho Forms org.
-
All the saved themes owned by the User will be transferred to the Super Admin.
-
Folders owned by the User will be deleted.
-
Tasks assigned to the user will be removed. (Form entries/Form Rules need to be re-assigned to a different user).
- User's email address used by other users in the org, in the Sender Email option, will be removed.
Changing User Roles
Sometimes when users with limited permissions are required to pitch in for completing a task, you can modify the user roles to grant access and assign them with new roles (User, Respondent, or Admin). You can change the roles of users in your organization by assigning them new roles.
-
Log in to Zoho Forms as Super Admin.
-
Click the
Users
tab.
-
Click the drop-down box corresponding to the person whose role you wish to change.
-
Choose the user role as required.
Changing Super Admin
- Login to Zoho Forms as the Super Admin.
- Click the Users tab.
- In the top-right corner, click the Change Super Admin icon.
- In the pop-up, select the new Super Admin from the dropdown list.
-
Click Change.
Note: Role of the current
Super Admin
will be changed to
Admin
once the new
Super Admin
is assigned with the role.
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