FormaPortal

Glossary

What is role-based access?

Role-based access means what somebody can do follows the role they hold rather than being decided person by person. On the dashboard, an owner, an admin and a member of staff reach different things. On the portal side, the same idea is the tier a contact sits on.

Still deciding

See the terms as features

The glossary explains the vocabulary. The features page shows what each of these looks like in a portal you run yourself, and the pricing page shows what it costs.

Contact us

Tell us how we can help with your portal

Share who’s using it, what you need to track, and how you want to onboard users. We’ll recommend the right setup and plan for your business.

We review every request and reply within one working day.