Forms permissions

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

Define Composer rights

Forms permissions can be granted to any admin user in an admin group. When you define admin user group rights for this group, make sure that anyone being granted Forms permissions has the Composer box checked.  

Set permissions for the following levels within the Forms module: Global Level and Folder Level.

Global Level Folder Level

Set Global Level permissions

To access Forms Global Level permissions, click the gear icon in the top-right corner. 

forms permissions.png

In the Forms Permissions window, grant permission levels per admin user group.

forms permissions column.png

  • Not Allowed users will not have access to the Forms module from the left-hand navigation.
  • View means that users can be assigned rights to specific folders.
  • Admin users will have full access to all forms in the module.

Important Note

If overall Forms permissions are set to Admin for a group, users in that group will automatically have permissions for all folders. Set permissions to View to utilize the folder permissions settings.

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