Managing End User Access On The Dashboard Using User Custom Attributes

This guide explains how to use specific User Custom Attributes in Formyoula to manage access permissions for end users on the dashboard. These attributes can be applied to individual users through the Users page to restrict editing capabilities for form connections, templates, and entries.

  1. Access The User Page And Add User Custom Attributes:
  • Please check out this guide on how you can edit and update user custom attributes for a specific user: https://guides.formyoula.com/public-guides/how-to-edit-user-details-and-add-custom-attributes
  • Add the following attributes based on the access you want to restrict.
    • Here, "disable_dashbaord_form_connection_editing": "true" is to disable editing Form Connections.
    • And, "disable_dashbaord_form_template_editing": "true" is to disable editing Form Template.
    • And, "disable_dashbaord_form_entry_editing": "true" is to disable editing Form Entries.
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{
"disable_dashbaord_form_connection_editing": "true",
"disable_dashbaord_form_template_editing": "true",
"disable_dashbaord_form_entry_editing": "true"
}
  • Click “Update User” to update the user’s details.
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  1. Test The Updates:
  • Ask the user to log out and log back in to apply the changes.
  • Once these custom attributes are set, the end user will:
    • No longer be able to edit Form Connections.
    • Not be able to modify Form Templates — they can view the templates, but the Save button will be hidden.
    • Be restricted from editing submitted Form Entries — they can view submitted entries, but will not be able to edit them.

For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂