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Permissions & Access Control

Control who can access what in your workspace.

Permission Levels​

Workspace Level​

  • Manage workspace settings
  • Invite/remove users
  • Configure integrations
  • Access billing

Content Level​

  • Create/edit forms
  • Publish documents
  • Manage templates
  • View analytics

Integration Level​

  • Connect integrations
  • Configure integration actions
  • View integration logs

Setting Permissions​

  1. Go to Users → Select user
  2. Click Permissions
  3. Configure access levels
  4. Save changes

Team-Based Access​

Assign permissions through teams:

  • Add users to teams
  • Set team permissions
  • Manage team access

Best Practices​

  • Use principle of least privilege
  • Review permissions regularly
  • Document access requirements
  • Audit permission changes

Next Steps​