Role-based access

Not everyone needs to see everything. FormFlow lets you control exactly what each user can access based on their role.

Internal team members — underwriters, operations staff, managers — can be assigned as full members with complete visibility across all submissions and full control over the platform.

External users, like brokers, can be assigned as viewers. They only see the submissions they've personally sent in. Nothing else. This keeps your pipeline confidential while still giving brokers transparency into the status of their own cases.

This means brokers can check in on their submissions without needing to call or email for updates — and your team doesn't need to worry about exposing sensitive data or competitive intelligence.

Role-based access ensures the right people see the right information, and nothing more.

For information on how to set up roles and permissions, see the configuration guide, or reach out to us. Role-based access is available on the M plan and upwards.

For information on how to set up this feature, please reach out to us. RBAC is available on the L plan and by custom agreement.