FreeForm

The following table lists and describes FreeForm application roles and maps them with predefined roles.

Note:

Roles within the application that lack mapping to predefined roles require individual assignments to users or groups. Without such assignments, users are unable to engage in activities related to their application roles. For instance, the "Ad Hoc - Read Only User" role, which is not associated with any predefined role in the subsequent table, needs to be explicitly granted to a user to activate its features. This functionality is not automatically included in any predefined role.

Table 2-4 FreeForm Application Roles

Application Role Description Included in this Predefined Role
Access Control - Manage Manages groups, assign application roles to a group or a user, and generates reports on user security. Service Administrator
Access Control - View Views reports on user security such as Role Assignment Report, User Login Report, and User Group Report, but cannot assign application roles, manage groups, or perform any other update operation in Access Control. Service Administrator
Ad Hoc - Create Creates, views, modifies, and saves ad hoc grids. Power User
Ad Hoc - Read Only User Performs all ad hoc functions, but cannot write back into ad hoc grids or load data using Data Management. See Footnote
Ad Hoc - User Views and modifies ad-hoc grids and performs ad hoc operations. Ad Hoc Users cannot save ad-hoc grids. User
Announcements - Manage Constructs and manages announcements. Users with this role can add, edit, duplicate and delete announcements. Service Administrator
Application - Mass Allocate Runs mass allocation rules within form grids. Service Administrator
Data Integration - Create Uses Data Integration to create mappings to integrate data between source and target systems. Users can define data rules with various run time options. Power User
Data Integration - Drill Through Drills through to the source system of the data.
  • Power User
  • User
Data Integration - Run

Users with this role use Data Integration to run an integration between the source and target.

If this is the only role assigned to the user, and if they are not a Power User or Service Administrator, they can also view the integration details, but are not able to make any changes.

Power User
Dashboards - Manage Constructs and manages planning and operational dashboards. Users with this role can:
  • Add, edit, duplicate and delete dashboards based on permissions set on them
  • Import and export dashboards
Service Administrator
Documents - Manage Constructs and manages documents. Users with this role can:
  • Add, edit, duplicate and delete documents based on the permissions set on them
  • Import and export documents
Service Administrator
Task List - Manage Access Assigns tasks to other users. Power User
Footnote: This role is not mapped to any predefined role and requires assignment to users or groups to activate it