The Analyst user role, available to Formstack Forms and Suite customers, enables Administrators to grant limited, submission-only access to the Forms application without requiring a full-access user seat. This role offers a cost-effective solution for users who primarily need to view or manage form submissions.
Access Permissions
When an Administrator assigns the Analyst role to a user, they can then provide the following permissions at the form or folder level:
- View Submission
- View/Edit Submission
Additional Access for Workflows Pro and Suite Customers
Forms customers with the Workflows Pro add-on or those on Suite plans can extend Analyst access to include Workflows, granting these users access to the Workspace.
Access Limitations
It's important to note that when a user is assigned the Analyst role in Forms or Workspace, it is not possible to grant them a higher level of access in other Formstack applications (Forms, Docs, Sign).
How to Purchase Analyst User Seats
To add Analyst users to your account, you can:
- Navigate to your Billing page, then click Purchase Plan Extras
- Contact your account manager for assistance
This streamlined approach allows organizations to efficiently manage user access while optimizing their Formstack license utilization.
FAQ
Does an Analyst User have the ability to delete form submissions?
Yes, if the Analyst user has the View/Edit Submission permission assigned to them.