Each user on a Karatemail2 form has a role assigned to them. This role dictates what they can and can’t do on a form.
There are two roles:
- Viewers can view submissions and the list of form users.
- Admins can do everything viewers can as well as manage other users’ roles and add/remove form users.
Table Actions | View Submissions | Add Users | Remove Users | Manage Roles | View Activity |
Admin | ✓ | ✓ | ✓ | ✓ | ✓ |
Viewer | ✓ | ✗ | ✗ | ✗ | ✓ |
Changing a user’s role on a form
- Open the form in Karatemail2.
- Click on the ‘Users’ tab.
- Find the user whose role you want to change by using the search box.
- Once you find them, click the three dots that are on the right side of the screen directly across from their name to display a menu of actions.
- Click on ‘Edit Access’.
- A popup window will be displayed to confirm the change you want to make for that user.
- If everything looks correct, click ‘Accept’.
FAQ
Q: I just demoted myself from admin to viewer by accident. How can I undo this action?
A: You have to contact another admin on the form and get them to elevate you from viewer to admin. If you were the only admin, send in a support request to Web and Digital Communications and we will promote you.