Step 1: Click on Roles in the left navigation panel

Step 2: Click on Actions for either Admin/User

  • Click "Actions"

  • Click "Edit"

Step 3: Click on Permissions

  • Click "Actions"

You are able to give the particular role, specific rights by ticking the checkbox corresponding to the permissions.

  • Click "Save"

Step 4: Creating New Roles

  • Click "Create New Roles"

  • Give the Role a name

If you wish to give all of the colleagues that you are inviting into Forma this particular role, click "Default"

Step 5: Giving Permissions

  • Repeat Step 3

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