Initial Setup

After installing 42Forms, configure user access so your team can start using the application.

Grant Caller Rights

42Forms uses Snowflake’s Restricted Caller Rights (RCR) to query data as the logged-in user. This ensures row access policies and column masking policies are enforced per-user.

-- Grant caller rights on your data database
GRANT CALLER ON FORTY_TWO_FORMS_APP.CORE.FORTY_TWO_FORMS_SERVICE
  TO DATABASE YOUR_DATABASE_NAME;

Caution

Replace YOUR_DATABASE_NAME with the actual database containing the tables you want to manage with 42Forms. You can grant caller rights on multiple databases.

Set Up Licenses

42Forms uses a seat-based licensing model. Assign license tiers to users:

-- Assign admin license to yourself
CALL FORTY_TWO_FORMS_APP.CORE.SET_LICENSE('YOUR_USERNAME', 'admin');

-- Assign build license to form designers
CALL FORTY_TWO_FORMS_APP.CORE.SET_LICENSE('JANE_DOE', 'build');

-- Assign act license to data entry users
CALL FORTY_TWO_FORMS_APP.CORE.SET_LICENSE('JOHN_SMITH', 'act');

See Seat Types & Licensing for details on what each tier can do.

Access the Application

Open the application endpoint URL in your browser. The URL is shown when the service starts:

-- Check service status and endpoint URL
SELECT SYSTEM$GET_SERVICE_STATUS('FORTY_TWO_FORMS_APP.CORE.FORTY_TWO_FORMS_SERVICE');

Next Steps

You’re ready to create your first form.