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FlinkISO

FlinkISO · Free Open Source QMS

User Access Controls

Combine role permissions with document and custom-table sharing to give each user the access their work requires.

FlinkISO separates application administration, form design and day-to-day record access. Roles allow actions, while document sharing and table permissions determine which documents and records a user can work with. Super User is a separate form-building capability, not a Super Admin role.

Admin and Super User are separate roles

Administrators manage users and application access. Only users explicitly marked as Super User can create or re-create application forms through the Form Creation API, whether they use the manual builder or Form Creation AI. An Admin is not automatically a Super User, and a Super User does not automatically become an Admin.

CapabilityRegular userAdmin without Super UserSuper User
Grant or remove Super UserNoYesOnly if also an Admin
Create forms using the manual builder or APINoNoYes
Re-create an existing formNoNoYes, after unlocking it with its form password
Use Form Creation AINoNoYes
Use General Chat and FlinkISO Help AIYes, when AI is enabledYes, when AI is enabledYes, when AI is enabled

Record-level Add, View, Edit and Approve permissions are separate from form-building access. Permission to enter or edit records does not grant permission to change the form definition.

Assign or remove Super User

  1. Sign in as an Admin and open Users.
  2. Find the user and use the Super User column. A green check means enabled; a red cross means disabled. Select the icon to change the setting.
  3. Alternatively, open the user’s Edit page, change the Super User checkbox and save.
  4. Grant the role only to people responsible for form design. Remove it when they no longer need to create or re-create forms.
Explicit assignment is required. Existing users, including Admins and form creators, are not automatically granted Super User access by the update. Only Admins can change this setting; the restriction is enforced when the change is saved.

Re-create forms created by another user

Any Super User who knows a form’s password can unlock and Re-create that form, even when someone else originally created it. This changes the form definition, not an individual data record. Super User access does not bypass the form password.

The same role and password requirements apply when changing an existing form with AI. For manual form-building steps, see Build a Custom Form.

AI access

When AI is enabled and a provider is configured, signed-in users can use Chat for general assistance and FlinkISO for application help. These modes do not create or re-create forms. Only Super Users see and can use Forms mode for Form Creation AI.

AI availability does not replace document sharing or table permissions. A regular user’s help context remains limited to the forms and documents they can access. See AI Setup and AI Form Builder for configuration and form-building guidance.

Document access

Use the document access controls to share by location or branch, department, designation or individual user. These choices affect the document and the generated form that belongs to it.

Document access can be limited by organisation group or individual user.
Document access can be limited by organisation group or individual user.

Custom table permissions

Use the table access controls to choose who can Add, View, Edit or Approve records. Selecting Add also selects View and Edit; removing Add removes those dependent selections. Selecting Edit also selects View. Removing Edit clears View when no other dependent permission remains. View can also be granted on its own, while Approver is independent.

These permissions control records in an existing table. They do not grant the Super User capability needed to create or re-create the form itself.

Table permissions determine the actions available in a custom module.
Table permissions determine the actions available in a custom module.

Copy an access profile

When two users have the same responsibility, use the access-copy tool to reproduce an existing access profile, then review the copied settings. Review the Super User flag separately in Users; do not assume that copying document or table access grants form-building access.

Copy an access profile, then verify the new user’s document and table access.
Copy an access profile, then verify the new user’s document and table access.
Always test with the intended user role. Check record access and form-building access separately. Admin and Super User are independent permissions.
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