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.
Set Global Level permissions
To access Forms Global Level permissions, click the gear icon in the top-right corner.
In the Forms Permissions window, grant permission levels per admin user group.
- 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. This level is also helpful for times when you'd like to give a person receiving form notifications access to view file attachments opened with a link included in form submissions, which also requires the granular Forms Folder permission of "View, Edit & Delete" (All or Own, depending on who is creating the form).
- 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.
Set Folder Level permissions
To access Forms Folder Level permissions:
- Hover over any folder to make the three-dot More Actions Menu appear.
- Select Settings.
- Go to the Permissions tab to add users or groups and grant access.
- Set permissions on any and all folders, except the Uncategorized folder.
After you have selected the user or group, choose their level of access:
- Admin allows users to see and edit all forms in a particular folder, as well as change the folder settings.
- View, Edit & Delete (All Forms) gives users the ability to see and make changes to all forms in this folder, as well as create new forms. Admin users with this level can click on the link in form notification emails to view submissions and open file attachment links.
- View, Edit & Delete (Own Forms Only) is the level where users can see and make changes on forms that they have created, as well as create new forms in the folder. Admin users can click on the link in form notification emails to view submissions and open file attachment links, but only on the forms the particular admin user has created.
Finalsite's Three-Step Guide to Setting Permissions
For an overview on how permissions work within the Finalsite system, read, "The Finalsite Guide to Permissions" where you can find a List of Permission Guides for each area.
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