Forms permissions by role

Forms behavior depends on the staff member’s role. This page lays out who can do what so you can give people the access they need.

Prerequisites

Forms appears in the sidebar only when your site has the Forms feature enabled. The Outsourced role never sees Forms at all, regardless of other settings.

What each role can do

Capability	Admin	Manager	Employee	Outsourced
See the Forms page	Yes	Yes	Yes	No
View submissions	Yes	Yes	Yes	No
Get a share link (Get Short URL)	Yes	Yes	Yes	No
Pin forms / submissions	Yes	Yes	Yes	No
Create / edit forms	Yes	Yes	No*	No
Delete forms	Yes	Yes	No*	No
Create / edit / delete packets	Yes	Yes	Yes	No
Link a submission to a patient	Yes	Yes	Yes	No
Medical-history update reminders	Set up by Teamio	Set up by Teamio	Set up by Teamio	Set up by Teamio

* Employees are view-only on forms by default, but your office can raise them with the Feature Permissions matrix (see below).

The details

• Employees see the list, but no pencil or trash. They can open any form read-only, generate a share link, pin items, and link submissions — they just can’t build or delete forms unless granted higher access.
• Packet controls are not edit-gated. Anyone who can see the Forms page can open the Create a Packet / Edit Packet / Delete Packet modals, including Employees.
• Medical-history update reminders are set up by Teamio. The Settings icon (the gear ⚙️) next to Create New Form opens Medical History Update Reminders, which Teamio manages for you — ask your Teamio contact to turn them on.
• Admins always have full Forms access — the Feature Permissions matrix can’t downgrade them.

Adjusting non-admin access

Your office can change Manager, Employee, and Outsourced-style levels per feature in the Feature Permissions matrix (in MyAccount), to one of None, Read, Update, or Delete. For Forms:

• Read — view forms and submissions, get links, pin (the Employee default).
• Update — also create and edit forms.
• Delete — also delete forms.

A role granted only Update can edit a form but won’t see the delete option.

Related

• Forms overview
• Creating a form
• Automatic medical-history update reminders