Scheme permissions decide what a configurator or integrator can do with a scheme. There are nine permissions. They control which cards a user sees on the scheme overview page. Permissions apply across form versions and you can change them at any time. To assign them, refer to Assign scheme permissions.
View the scheme configuration, including forms, roles and settings. Required to use the other permissions.
Settings, Roles and Versions cards, read-only.
Edit
Edit the scheme configuration, including forms, roles and settings. Lets the user add form roles and add or remove users in the scheme’s processing workflow.
Settings, Roles and Versions cards, editable.
Publish
Publish a configuration so that closed invites can be sent and open schemes can be listed. Also used to unpublish.
Publish and unpublish actions.
Invite
Invite applicants to a closed scheme.
Invite Applicants card on the dashboard.
Manage Permissions
Add, edit and delete scheme permissions. Lets the user assign any of these permissions to others.
Permissions card.
Export Submission
Export submission data.
Export data card.
Manage Automations
Set up automations, for example to send submission data to external systems.
Automations card, inside the Versions card.
Manage Target Systems
Set up the target systems that external systems use to receive data from ApplySG.
Target systems card.
Manage Scheme Groups
Allow schemes to be grouped for display. Scheme owners who need groups assign this permission to the ApplySG product team, which configures the groups.
