This article discusses how to manage role-based access levels within Forma Admin. Initial owner access to Forma will be granted during implementation. To learn more about how access is granted, see the article How do I access Forma Admin?
Please note that only administrators with an owner role are able to manage permissions for other admin users within your organization.
To add new Forma Admin users or modify existing users, follow the steps below:
- Log in to Forma Admin
- Select “Settings” from the menu on the left
- Select “User permissions”
- Set user permissions
- a.) To add a new user, click the "Add user" button
- b.) To modify an existing user's permissions, hover over their information and click "edit"
- c.) To remove a user, hover over their information and click "Remove access"
- When adding a new user, enter their email address and select the appropriate access role. Users whose email addresses are not included in the demographics file (such as distribution lists or file vendors) will be categorized as 'External User.' To learn more about each role type, see the article Role-based access levels.
- Select whether or not to allow editing of bank settings, when applicable
- Click “add user” to save
As Forma Admin users are created, edited, or removed, they will receive an email notification about the changes. For details on these emails, refer to the Forma Customer Admin section of the Forma Email Matrix article.