Admin
Maintains organizational access and the people who own form work.
Can
- Manage Organizations, People, Users
- View form definitions, field definitions, state history
- Form Builder Platform
- Roles and permissions
Who can do what in Form Builder Platform
Agree who owns definitions, decisions, evidence and action results.
How permissions work
Name the owner
Each form definition has an owner from People and belongs to an organization.
Separate decisions
The reviewer records a decision against a source revision; the operator handles the subsequent action.
Check evidence access
A verifier needs the document and its source form, while an assignee needs the follow-up action.
Who can do what
| Role | Form definitions | Field policies | Submissions | Review and evidence | Follow-up work | Execution history |
|---|---|---|---|---|---|---|
| Admin | View | Edit | — | Edit | Edit | View |
| Form Owner | Edit | Edit | — | View | — | View |
| Operator | View | — | Edit | View | — | Edit |
| Independent Reviewer | Approve | — | View | Edit | Edit | — |
| Evidence Verifier | View | — | View | Edit | Edit | — |
| Follow-up Assignee | View | — | — | View | Edit | — |
Each role in detail
Form Owner
Owns the definition, field policy and publication handoff for a form revision.
Can
- Manage form definitions, field definitions, source mappings
- View review decisions, state history
Starts on: Definitions in progress
Operator
Works on submissions and records the result of a validated action.
Can
- Manage form submissions, operation runs, operation steps, execution attempts
- View form definitions, review decisions
Starts on: Execution attempt queue
Independent Reviewer
Decides whether a source revision and its submitted lines can proceed.
Can
- Manage review decisions, follow up actions
- View form definitions, form submissions, evidence documents
Reviews and approves
- Approve form definitions
Starts on: Definitions in progress
Evidence Verifier
Checks supporting documents and records who verified them.
Can
- Manage evidence documents
- View form definitions, form submissions, review decisions
Starts on: Evidence to verify
Follow-up Assignee
Owns outstanding actions raised during review.
Can
- Manage follow up actions
- View form definitions, review decisions
Starts on: Open follow-up work
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