The different statuses to manage your Kizeo Forms account
With Kizeo Forms, there are three different statuses: the administrator, the group leader and the user. Let’s see each one of them and what there are allowed to do.
The administrator manages the account entirely. It is the higher status. Therefore, is has a full access and no restriction.
Note: by default, everything that is created by an admin can only be modified by another admin.
Note: it is possible to give a restricted access to a group leader by granting him only the right to see the forms and data of a specific group. However, he won’t be able to modify nor delete the forms and the data. To learn how to do so, feel free to read our tutorial on group leader (the group leader chapter).
The group leader is a kind of medium-level administrator. He can create, modify forms, users, group leaders, groups of users and retrieve the data of his group. The group leader can be assigned a main group
Nevertheless, he cannot manage the account. Meaning that he doesn’t have access to the the Settings and Subscription tabs of the platform.
Note: to be able to create and modify forms, users and group of users, the rights should be assigned when creating his profile.
The administrator chooses the group leaders in advance.
Click on to give your group leader the possibility to create/modify users.
Click on in order to give your group leader the possibility to create/edit user groups.
Click on to allow your group leader to create/edit forms.
Exemple 2 : Our group leader North_leader3 has as main group North. He also has the possibility to create/change forms. The North East and North West groups have the parent group North. Thus :
Reminder : If your group leader is also required to enter data via his Kizeo Forms application or the web platform, you must also select the User status.
For example, by belonging to the North Group, our Group Leader will be able to access all of the North Group’s forms.
For example, if the North Group owns our Group Leader, all Group Leaders belonging to the North Group will be able to modify this profile. On the other hand, if the Business Account group is the owner, only the administrators will be able to modify this profile.
You can limit your group leader’s interaction with the data entered by selecting his or her access level from the Choose Role drop-down menu:
Note: It is impossible to limit a group leader’s interaction to one group if that group is his or her main group.
Moreover, the user has access to his own data and can therefore copy and/or export it.
Nevertheless, he is not allowed to create new forms nor to manage the account.
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