Roles & Permissions
Formstamper uses a two-tier role system: application roles (platform-wide) and organization roles (scoped to a specific organization).
Application Roles
These are assigned to user accounts globally and determine platform-level access.
| Role | Description | Admin Panel | Manage All Orgs | System Config |
|---|---|---|---|---|
| Super Admin | Full platform control | ✅ | ✅ | ✅ |
| Admin | Platform administration | ✅ | ✅ | ❌ |
| Member | Standard user | ❌ | ❌ | ❌ |
| Guest | Limited access | ❌ | ❌ | ❌ |
Super Admin
- Full access to all admin panels and settings.
- Can manage all organizations, users, templates, and workflows across the platform.
- Can view global metrics and system health.
Admin
- Access to the admin panel with management capabilities.
- Can manage organizations, users, and templates.
- Cannot modify system-level configuration.
Member
- Standard access to their own templates, workflows, and organization data.
- Can create and manage personal workflows.
- Can access shared templates from their organizations.
Guest
- Restricted access, typically for external collaborators.
- View-only access to shared resources.
Organization Roles
These are assigned per-organization and control access within that specific org.
| Role | Templates | Members | Settings | Billing |
|---|---|---|---|---|
| Org Admin | Full access | Manage | Edit | View |
| Member | Use shared | ❌ | ❌ | ❌ |
Org Admin
- Full control within the organization.
- Can invite/remove members and change their roles.
- Can manage org profile, templates, and view billing.
- Sees organization-scoped metrics in the admin dashboard.
Member
- Can use templates shared with the organization.
- Can create personal workflows.
- Cannot manage organization settings or members.
Role Assignment
- Application roles are set by Super Admins from the admin panel.
- Organization roles are set by Org Admins when inviting members or from the members management page.
note
A user can be an Org Admin in one organization and a Member in another. Organization roles are independent of each other.