Skip to main content

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.

RoleDescriptionAdmin PanelManage All OrgsSystem Config
Super AdminFull platform control
AdminPlatform administration
MemberStandard user
GuestLimited 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.

RoleTemplatesMembersSettingsBilling
Org AdminFull accessManageEditView
MemberUse 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.