How to Set Up Access Controls in WPForms

Would you like to decide exactly which user roles have access to WPForms? By default, only users with an administrator role have permission to use WPForms pages within your WordPress admin area. With Access Controls, though, you can easily extend specific access permissions to other user roles.

Before we get started, you’ll first need to install and activate WPForms on your WordPress site.

Once WPForms is active on your site, you’ll need to go to WPForms » Settings. From there, click on the Access tab.

Open Access settings tab in WPForms

On the Access tab, you’ll see a list of permission options that you can customize. Here’s the full list of available options, as well as details on what they include:

  • Create Forms: Create new forms under WPForms » Add New, and also import forms under WPForms » Tools » Import.
  • View Forms: See the list of all existing forms under WPForms » All Forms, and also export forms under WPForms » Tools » Export.
  • Edit Forms: Open the form builder for all existing and future forms, and make any changes there.

Note: In order for a user role to use the Edit Forms permission, they must also be provided the View Forms permission.

  • Delete Forms: Completely remove any existing forms from the site. Deleted forms can’t be recovered.

Note: In order for a user role to use the Delete Forms permission, they must also be provided the View Forms permission.

  • View Entries: See entry details under WPForms » Entries and also export entries under WPForms » Tools » Export. Additionally, star entries, mark entries as read/unread, print entries, and resend entry notifications.

Note: In order for a user role to use the View Entries permission, they must also be provided the View Forms permission.

  • Edit Entries: Add and remove notes for an entry.

Note: In order for a user role to use the Edit Entries permission, they must also be provided the View Entries and View Forms permissions.

  • Delete Entries: Completely remove entries from the site. Deleted entries can’t be recovered.

Note: In order for a user role to use the Delete Entries permission, they must also be provided the View Entries and View Forms permissions.

Most of these items also include separate settings named Own and Others. This allows you to easily determine whether a user role can only have these permissions for their own forms (forms they’ve created themselves) or for all forms on the site.

Provide custom WPForms access permissions to user roles

When you’re done making adjustments, be sure to click the Save Settings button at the bottom of the page.

Save access settings

That’s it! You can now provide custom WPForms access permissions to users on your WordPress site. Next, would you like to see all of the options available for form entries? Be sure to check out our complete guide to entries for all the details.