Managing role-based access levels

This article explains how to add, edit, or remove administrator access in Forma Admin.

Note: Only administrators with the Owner role can manage permissions for other admin users.

If you're looking for information about accessing Forma Admin for the first time, see How do I access Forma Admin?

Add, edit, or remove an admin user

1. Log in to Forma Admin.
2. From the left navigation menu, select Settings.
3. Select User permissions.

From the User permissions page, you can:

a. Add a new user: Select Add user.

b. Edit an existing user's permissions: Hover over the area to the right of Last login, then select Edit.

c. Remove a user: Hover over the area to the right of Last login, then select Remove access.

Add a new admin user

1. Select Add user.
2. Enter the user's email address.
3. Select the appropriate access role.
4. If applicable, choose whether the user can edit bank settings.
5. Select Add user to save your changes.

Note: Users whose email addresses are not included in your demographics file (such as distribution lists or file vendors) are automatically classified as External Users.

To learn more about each access role, see Role-based access levels.

What happens next?

After a user is added, updated, or removed, Forma automatically sends an email notification to the affected user.

For more information about these notifications, see the Forma Customer Admin section of the Forma Email Matrix article.