This article refers to our legacy product, Forms Manager. For the best Finalsite experience, we recommend using our newest product, Forms, which is already available to you in your modules list. To learn more, please review our New Forms FAQ or Compare Forms and Forms Manager.
To make it easy for admins to only have access to the forms and the data they need, you can set up a workflow where you specify what admins can access by functionality or form. There are a few ways to specify what admins can and cannot do in Forms Manager.
In the Admin Users section (under People), each administrator group has two checkboxes for Forms Manager: one called “Forms Manager,” and one called “Forms Manager (Admin).”
Giving an admin group rights to “Forms Manager (Admin)” gives them full rights to Forms Manager. This will typically only be required for the Administrators group.
Giving a group access to “Forms Manager” simply allows them to access the module from the Modules menu. For additional access, you'll need to control permissions from inside Forms Manager, as outlined below.
The next level of admin rights can be found in the Module Rights section of Forms Manager. This can be accessed on the Forms Manager dashboard, by clicking the Module Rights link on the left.
On this screen, you can add administrative groups or users and grant them rights to Create Forms, Delete Forms, Manage Categories, and Manage the List Library. These rights affect Forms Manager as a whole, and do not affect individual form permissions.
The final, and most granular, place to edit form rights is on the Permissions tab of a form itself. Each form has separate permissions, and each user or group can have different rights.
The different access options for groups/users are: Edit Form, Publish Form, View Results, Mark As Reviewed, View/Enter Form, and Edit Results.
Can I limit a groups access to certain forms?
Hi Lanette! Great question!
In Forms Manager, permissions are granted UP, so you could give an admin group limited access to the full module (by not checking "Forms Manager (Admin)" on the Admin Users page) and then give them permissions to only the forms you want them to have access to. That means they would not be able to see any forms you haven't assigned to them.
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