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Managing-admin-teams.md

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You can add team members who has an IDIR account to administer your form or review submissions. You cannot add users with a BCeID.

On this page:

Go to the Team Management page to configure role-based access for your team.

Adding new team member

Click the Add a team member icon, then search for the user by their IDIR or name. Note that team members must have logged in to CHEFS at least once before they can be added to your team.

Roles

There are 5 roles available. A form must have always at least 1 owner. A team manager (and owner) can edit team member roles.

Role Permissions
Owner Can do all of the below, adjust form settings, and delete the form
Team Manager Can add and remove team members, and assign roles
Form Designer Can edit the form design and save new versions
Reviewer Can review (and export), manage (status updates, and notes), and edit form submissions
Submitter Can submit a team-protected form