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Paubox Forms access

Paubox Forms allows users with access to create secure, HIPAA compliant forms, manage existing forms, and view incoming submissions. Access to Paubox Forms is controlled through user roles and permissions.

 

Who can access Paubox Forms

Paubox Forms is available to the following user types:

Admin

All Admin roles automatically have full access to Paubox Forms. No additional permissions are required.

Users

Users with the User role can access Paubox Forms if they are assigned the Paubox Forms Access permission.

Marketing-only users

Users with the User (Marketing Only) role can also be granted access through the Paubox Forms Access permission.

 

What Paubox Forms Access allows

Assigning the Paubox Forms Access permission gives a user the ability to:

  • Create new forms

  • Edit existing forms

  • Manage form settings

  • View and download form submissions

  • Delete forms

Users without this permission will not see Paubox Forms in the dashboard.

 

Learn more: Add a user to the Paubox dashboard