User Management: User Role
User Roles are typically reserved for clients who only need an end-user experience, and they access this inside their client portal.
Key Features
- Access and respond to assigned questions
- Limited visibility and interaction based on assigned permissions
- Their answers are saved, so they only need to answer it once.
The Client Portal:
Here’s an in-depth look at the User’s client portal and its functionalities.
FAQs
- Can a User generate the same form(s) multiple times?
- No, the User maintains Data Persistence.
- Data Persistence allows workflows with the same variables as previously completed workflows to maintain the data without requiring the User to enter this data again. For example, if the User has entered that their "clientname" is "John Doe," all workflows with the variable "clientname" will have the value "John Doe." They never need nor will be able to enter the same data twice.
- Will a User see any workflows or data that I haven’t assigned to them?
- A user only sees workflows you have assigned them, and data that they have entered.
- How many Users are allowed on my account?
- You have unlimited Users of this type on your account!
