Manage WordPress user roles for forms and inbox

The problem

Agencies and teams often need non-admins to manage forms or triage leads. Handing out Administrator just so someone can open the inbox is a security risk—and a support headache.

The solution

Map WordPress roles to forms and inbox capabilities. Give Editors (or a dedicated “Form manager” role) access to build forms and work submissions—without opening full site admin.

Typical setups

Editors manage forms and leads

1. Open the role / access settings in admin.
2. Grant your Editor role access to forms and the submissions inbox.
3. Leave site-wide settings to Administrators.

Editors can work day-to-day forms and leads. They do not need to touch site options or other plugins.

Custom “Form manager” role

1. Create a custom WordPress role (via a roles plugin or your own code) with only the capabilities you want.
2. Map that role to forms and/or inbox access.
3. Assign the role to teammates or client contacts who should never see the rest of wp-admin.

This keeps the surface area small: forms and submissions, nothing else.

Good practice

• Prefer a dedicated role over promoting people to Administrator.
• Review who can export submissions—exports may contain personal data.
• Combine with the client portal when clients should see leads outside wp-admin entirely.

Related

• Sobi Forms Pro
• Set up the client portal
• White-label Sobi Forms on client sites
• Create your first form
• Export form submissions to CSV or JSON