Forms Manager admin permissions

In this article, we’ll describe the process for granting admin permissions within Forms Manager.

In Admin Users, permissions can be granted for the entire module by selecting “Forms Manager (Admin)” or they can be assigned granularly by selecting “Forms Manager.” The following steps are not necessary when “Forms Manager (Admin)” is selected.

In Forms Manager, there are general module permissions to set, as well as settings for individual forms. 

For each, there are two tabs for permissions: one for groups, and one for individuals. On the Group Permissions tab, click the “add admin groups” link to select from admin groups with “Forms Manager” rights in Admin Users. On the User Permissions tab, click “add admin users,” select an admin group, then choose from a list of users in that group.

For both tabs, click into the columns to add a green checkmark underneath the rights you want to grant to the user or group for the module or the selected form. Click “Save Changes” to confirm the changes.

Module permissions

From the Forms Manager dashboard, click on “Module Permissions.” 

  • Create Form: This allows users to create a new form.
  • Delete Form: This allows users to delete a form.
  • Manage Categories: This allows users to manage form categories, create new ones in which to organize forms and delete existing categories.
  • Manage List Library: This allows users to manage the list library and add new lists or delete lists that can be prefilled into radio buttons, checkboxes, or a select list.
  • Manage Templates: This allows users to access the Form Templates list and make edits to templates. 

Form permissions

From an individual form, click on the Permissions tab.

  • Edit Form: Users can make edits to this form.
  • Publish Form: Users can publish changes on this form.
  • View Results: Users can view the results tab and see submissions to this form.
  • Mark as Reviewed: Users can mark a form submission as reviewed.
  • View/Enter Form: Users can see the View & Enter tab of the form and make admin submissions for this form.
  • Edit Results: Users can edit a submission to the form from the Results tab.
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