Roles & Permissions
Understand the built-in roles and what actions each role can perform.
Built-in Roles
DynamicFormBuilder includes four built-in roles for organization members:
- Owner — full control including billing, organization deletion, and ownership transfer. Only one Owner per organization.
- Admin — all permissions except billing and ownership transfer. Can manage members and all forms.
- Editor — can create, edit, and publish forms, and view submissions for forms they have access to.
- Viewer — read-only access to forms and submission data. Cannot create or edit forms.
Permissions Matrix
| Property | Type | Default | Description |
|---|---|---|---|
| Create forms | Owner | Admin | Editor |
| Edit all forms | Owner | Admin | — |
| Edit own forms | Owner | Admin | Editor |
| Publish forms | Owner | Admin | Editor |
| Delete forms | Owner | Admin | — |
| View submissions | Owner | Admin | Editor/Viewer |
| Export submissions | Owner | Admin | Editor |
| Delete submissions | Owner | Admin | — |
| Invite members | Owner | Admin | — |
| Change member roles | Owner | Admin | — |
| Manage billing | Owner | — | — |
