organizationsroles

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

PropertyTypeDefaultDescription
Create formsOwnerAdminEditor
Edit all formsOwnerAdmin
Edit own formsOwnerAdminEditor
Publish formsOwnerAdminEditor
Delete formsOwnerAdmin
View submissionsOwnerAdminEditor/Viewer
Export submissionsOwnerAdminEditor
Delete submissionsOwnerAdmin
Invite membersOwnerAdmin
Change member rolesOwnerAdmin
Manage billingOwner