Form Administrators are trusted network administrators for TransForm E-Forms Manager and manage all aspects of security, form publishing, and data collection. There are, however, several access levels for Form Administrators ranging from Level 0 (Account Disabled) to Level 4 (Full Administrator Rights).
Level 0, Account Disabled: A former Form Administrator who no longer has access to TransForm E-Forms Manager. This account is kept on file for auditing purposes. A Level 0 Form Administrator has no access to TransForm E-Forms Manager, but may continue to have end user access rights if these are defined in the End Users screen.
Level 1, View Form Catalog: A Level 1 Form Administrator can view forms and details but cannot edit them. In addition, this person does not have access to the Administration tab.
Level 2, Edit Form Catalog: A Level 2 Form Administrator can view and edit forms and form details but cannot publish forms. In addition, this person does not have access to the Administration tab.
Level 3, Publish Forms: A Level 3 Form Administrator can view, edit, and change form details as well as publish forms; however, this person does not have access to the Administration tab.
Level 4, Full Administrator Rights: A Level 4 Form Administrator has complete control over TransForm E-Forms Manager. These accounts should be limited and include control over other Form Administrator and End User accounts.
You can add up to five (5) Form Administrators to your system to manage form publishing and processing.
Select Form Administrators from the Administration tab to display and edit a list of all users who have administrator rights for TransForm E-Forms Manager. Only Level 4 Form Administrators have access to this tab.
The Form Administrators Screen provides access to all past and present Form Administrators. Every action performed by a Form Administrator is recorded by TransForm E-Forms Manager for auditing purposes.
User ID - A unique user identification created by a Form Administrator.
Name - The real name of the Form Administrator.
Email - The email address of the Form Administrator.
Access Level - The Access Level assigned by a Level 4 Form Administrator.
If you want to change an account from this screen, select Edit corresponding to the Form Administrator account you want to change.
To view details about each form administrator, select the corresponding row to display the Form Administrator Details screen. These details include the Form Administrator profile and access level as defined by a Level 4 Form Administrator.
User ID - A unique user identification created by a Form Administrator.
Password - A password created by a Level 4 Form Administrator. This password cannot be changed by anyone but another Level 4 Form Administrator.
First Name - The first name of the Form Administrator.
Middle Initial - The middle initial of the Form Administrator.
Last Name - The last name of the Form Administrator.
Email - The email address of the Form Administrator.
Form Administrators can have one of the following five access levels (determined by a Level 4 Form Administrator). See "Form Administrator Access Levels" for more information.
Level 0, Account Disabled
Level 1, View Form Catalog
Level 2, Edit Form Catalog
Level 3, Publish Forms
Level 4, Full Administrator Rights
Select Edit User while viewing Form Administrator details to edit this Form Administrator account.
With the Form Administrator screen displayed, select Edit corresponding to the Form Administrator account you want to change. The Edit Form Administrator screen displays with the following options:
User ID: A unique user identification created by a Form Administrator.
Password: A password created by a Level 4 Form Administrator. This password cannot be changed by anyone but another Level 4 Form Administrator.
First Name: The first name of the Form Administrator.
Middle Initial: The middle initial of the Form Administrator.
Last Name: The last name of the Form Administrator.
Email Address: The email address of the Form Administrator.
Form Administrators can have one of the following five access levels (determined by a Level 4 Form Administrator). See "Form Administrator Access Levels" for more information.
From the form administrator edit screen, click the Change Password button. This will open a dialog window. In this window enter:
New Password: A new password for the form administrator. This password must be at least 6 characters and cannot contain spaces.
Confirm Password: A confirmation of the password entered above.
Press Save in order to save the new password for the user.
With the Form Administrator screen displayed, select New Form Administrator to create a new form administrator:
User ID: Enter a unique identifier for the Form Administrator. The only exception is that persons designated as Form Administrators can also have identical end user accounts since both accounts are kept separate in the TransForm E-Forms Manager database.
Password: Enter a password for the Form Administrator.
First Name: Enter the first name of the Form Administrator.
Middle Initial: The middle initial of the Form Administrator.
Last Name: The surname (last) name of the Form Administrator.
Email Address: The email account of the Form Administrator.
Form Administrators can have one of the following five access levels (determined by a Level 4 Form Administrator). As a Level 4 Form Administrator, you'll need to determine the access level for this user based on your security requirements and trust. See "Form Administrator Access Levels" for more information.
Level 0, Account Disabled
Level 1, View Form Catalog
Level 2, Edit Form Catalog
Level 3, Publish Forms
Level 4, Full Administrator Rights
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Deleting Form Administrator Accounts |
For auditing purposes, Form Administrator accounts cannot be deleted after they are created. You can disable the account by using the Edit User screen and assigning Level 0 to the Form Administrator (see above). |