User roles
Understand permission levels and what each role can do
Authentication
Sign in, SSO, MFA, and password management
Account settings
Manage your profile and account preferences
Data security
Encryption, access control, and privacy
What managers can do
Managers in Forerunner have access to team and account management features. As a Manager, you can:| Capability | Description |
|---|---|
| Manage team members | Invite users, assign roles, and manage team access |
| View all records | Access records created by any team member |
| Export data | Export tables, records, and reports |
| Configure workflows | Set up and manage workflow definitions |
| Manage public users | View and manage resident accounts on your public website |
| Access all features | Full access to objects, records, files, maps, and tasks |
Some account-level settings require assistance from your Customer Success Manager. This documentation distinguishes between what you can do yourself and what requires CSM support.
What requires CSM assistance
Certain administrative functions are configured by Forerunner’s team to ensure proper setup and security: Account configuration- Security policy settings (password requirements, session timeouts)
- Single sign-on (SSO) provider setup
- Multi-factor authentication requirements
- User group creation and permissions
- Record type creation and customization
- Custom object type setup
- Public website configuration
- Map layer management
- Repetitive loss data imports
- API access and webhook configuration
- Third-party system connections
- ArcGIS synchronization setup
User types in Forerunner
Forerunner supports different types of users with distinct access levels:Internal team members
Your organization’s staff who work in Forerunner daily:- Manager - Full access including team management
- Member - Full access to data without team management
- Creator - Can create and edit records and documents
- View Only - Read-only access to data
Public users
Residents who create accounts on your public website:- Can track their own submissions
- Access features requiring authentication
- Cannot access internal staff features
Guests
Anonymous visitors to your public website:- Search and view public property information
- Submit Get Help requests
- Download public documents
- No account required
Security features
Forerunner provides multiple layers of security to protect your data:Authentication
- Password-based login - Secure password with configurable requirements
- Single sign-on - Integrate with your organization’s identity provider
- Multi-factor authentication - Add SMS verification for additional security
Access control
- Role-based permissions - Control access based on user roles
- User groups - Organize users and assign group-based permissions
- Record-level visibility - Control public vs. private access per record
- Field-level permissions - Restrict access to sensitive fields
Data protection
- Encryption - Data encrypted in transit and at rest
- Audit trails - Track changes and user activity
- Session management - Automatic timeout and session controls
- PII protection - Configurable access to personal information
Repetitive loss data
For communities participating in the Community Rating System (CRS), Forerunner can import and manage Repetitive Loss data from FEMA’s National Flood Insurance Program. Repetitive Loss features include:- Property identification and tracking
- Mitigation status monitoring
- Integration with property records
- CRS documentation support
Getting help
For configuration changes
Contact your Customer Success Manager for:- New user group creation
- Security policy changes
- Record type modifications
- Feature enablement
- Data imports
For technical issues
Contact Forerunner support for:- Login problems
- System errors
- Performance issues
- Bug reports