Customizable User Permissions & Access Control


Not every user needs the same access. With FormAssembly’s granular permission controls, you can assign roles, limit access, and ensure secure data handling across teams, departments, and external collaborators.



Granular Access Improves Security and Collaboration

Key Benefits

Managing sensitive data requires more than a one-size-fits-all approach. Custom roles help protect data integrity and streamline collaboration.

Healthcare

Restrict PHI access to HIPAA-cleared users only.

Nonprofits

Limit access to donor or beneficiary data by team or location.

Higher Education

Segment access for admissions, financial aid, and student services.

Enterprise

Control access for HR, finance, vendors, and operations.

Public Sector

Manage access across internal staff and partner organizations.

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From approval workflows to document generation, we’ve got you covered.

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Built for Security and Collaboration

Control Who Sees What, Without Slowing Down Workflows

FormAssembly makes it easy to control who sees what, without slowing down your workflow.

Role-Based Access

Choose from Admin, Collaborator, Viewer, and more based on job needs.

Form- & Folder-Level Permissions

Assign access down to the feature level for precise control.

SSO Integration

Authenticate users via SAML, CAS, or LDAP for secure, streamlined logins.

Mobile Consistency

Ensure access permissions apply across desktop and mobile.

Audit-Ready Tracking

Monitor user actions for full visibility and compliance.

Secure Data Sharing

Allow secure collaboration without overexposing sensitive data.

Why Choose FormAssembly?


Other platforms make you choose between usability and control. FormAssembly gives you both.

  • No-Code Admin Tools: Easily assign and adjust permissions from a central dashboard.
  • Scales with Your Team: Manage access as your organization grows or shifts.
  • Enterprise-Grade Security: Compliant with HIPAA, GDPR, SOC 2, FERPA, and more.
  • Supports Internal and External Users: Safely collaborate across teams and vendors.
  • Audit Trail Visibility: Track edits, submissions, and access changes with confidence.
  • Configurable Roles: Match platform permissions to real-world team structures.

See FormAssembly in Action

Whether you’re building a quick survey or a highly customized workflow, FormAssembly meets you where you are – and grows with you.
Request a demo today to see how flexible form building can transform the way your team works.

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