Setting up Managers (Access Control)

To make managing your Fluent Forms more efficient, you can assign Managers to specific WordPress user roles or individual users. Additionally, you can set customized permissions to ensure they only have access to the features you've allowed, such as managing form entries or payments.

This article will guide you through creating a Manager and setting their permissions.

NOTE

By default, the WordPress Administrator will have full access to all Fluent Forms features.

Access Manager Settings

Go to the Fluent Forms dashboards. From the navigation bar, click on Global Settings and select Managers from the left sidebar. You will now see the Manager Settings.

Role-Based

The Role-Based Manager assigns permissions based on WordPress user roles. Users who match the selected role will become Fluent Forms Managers and receive full access to all Fluent Forms features.

Advance

In the Advanced section of the Manager, you can designate specific users as the Fluent Forms Manager and customize their permissions to control what they can access. You can also add multiple managers with different permission sets.

Now, click on the Add Manager button to add specific users as a Manager.

A popup will appear, allowing you to select the manager and set the permissions of that manager.

User Email: Here, you have to provide the email address of your site user.

Permission: You will get your manager's permission below.

• View Forms

• View Entries

• View Payments

• Manage Settings

• Manage Forms

• Manage Entries (lets the manager edit submitted entries)

• Manage Payments

• Full Access to all features.

Access to Forms: To access the form, first check the box to enable the Specifics Forms Permission. Select the forms here to grant your manager permission to use specific forms.

Now, click the Save button to finalize the manager's permissions.

Once you've configured the Manager's permissions, you'll see their details and the assigned permissions, as shown in the screenshot below.

You can edit or delete the Manager by clicking the corresponding Edit or Delete icon button next to their name and permission details.