Mastering Identity Management: How to Manage Users and Roles in formsflow.ai

Security and precise access control are the bedrock of any enterprise automation strategy. With formsflow.ai, we have refined our identity management to provide administrators with a seamless, high-performance interface for governing user permissions without needing external tools.

Explore the step-by-step interactive guide:

Why Role-Based Access Control (RBAC) Matters

formsflow.ai is built for enterprise scale, meaning your security needs to be more granular than ever. By utilizing our enhanced Permission Matrix, administrators can ensure that sensitive data remains protected while empowering teams with the specific tools they need, whether that is designing forms, managing workflows, or viewing high-level analytics.

In this guide, we cover:

• Navigate the Admin Dashboard: Access the centralized user management section designed for speed and clarity.

• Create and Manage User Profiles: Quickly set up new users by entering essential credentials such as username, email, and password directly within the platform.

• Configure Custom Roles: Tailor roles to your organization’s unique structure, defining specific access for form designers, workflow managers, or specialized reviewers.
• Update Role Assignments: Easily edit existing user details and adjust their permissions as your team grows or responsibilities change.
• Enforce Security Best Practices: Leverage integrated identity management (using Keycloak) to maintain a secure environment for all your automated processes.

Assign and Empower

Assigning the appropriate roles ensures that your users have exactly what they need to perform their tasks, no more, no less. This “least-privilege” approach reduces operational risk while maintaining a clean, focused experience for your end users.