Overview
If you make moderation approval required in the permissions of a role, any user in that role will need to request approval to publish forms.
Requiring publishing approval provides a safeguard for new or infrequent users who are not familiar with the Form Builder. Moderation also helps your users adhere to company policies and best practices while following a formal approval process.
Requirements
For information on upgrading, please contact our Sales Department at sales@formassembly.com.
Enabling Moderation
- Browse to: Admin Dashboard | Settings | User Roles
- Select a role or create a new role. Learn more about roles.
- Add the permission Must request publishing approval.
- Click Apply.
Moderation Related Messages
See more about managing messages. You can customize the emails and notifications that are sent in your Admin Dashboard under Settings → Moderation.
If you are not receiving email notifications from moderation requests then you will need to go to Settings → Support and enter your email address under "Support Email".
Reviewing & Approving Forms
All Administrators may approve a form for publication. Any user in a role with the Can grant publishing approval permission enabled may approve a form for publication.
Non-administrator users do not have access to the moderation list. If a user requires publishing approval, it is the user's responsibility to provide the form’s moderation link to the moderator. The moderation link is provided in the default moderation notification.
