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Managing admin teams

jasonchung1871 edited this page May 13, 2024 · 23 revisions

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Home > CHEFS Capabilities > Form Management > Managing admin teams


To manage your form and its submissions, you have the option to add team members with an IDIR account. Additionally, you can add Basic BCeID users with the role of form submitter, and BCeID Business users with roles including submitter, submission reviewer, and team manager.

Adding new team member

  1. Go to the Team Management page to configure role-based access for your team.
  2. Click the Add a team member icon, then search for the user by their IDIR or name. Note that team members must have logged in to CHEFS at least once before they can be added to your team.

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Roles

There are 5 roles available. A form must have always at least 1 owner. A team manager (and owner) can edit team member roles.

Role Permissions Identity provider
Owner Can do all of the below, adjust form settings, and delete the form IDIR
Team Manager Can add and remove team members, and assign roles IDIR, Business BCeID
Form Designer Can edit the form design and save new versions IDIR
Reviewer Can review (and export), and edit form submissions IDIR, Business BCeID
Submitter Can submit a team-protected form IDIR, Business BCeID , Basic BCeID
Approver Can manage (status updates, and notes) IDIR, Business BCeID
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