Enterprise and Project Administrators can set permissions to
individual user roles for either an existing form template or a new form template. These
permissions cover access to viewing, creating, editing, and deleting forms.
-
On the project dashboard page, go to Manage All Projects.
The Projects list page
appears, showing every project that's been enabled for your
enterprise.
-
Under the Project Forms column, ensure
that the check box is selected next to the project(s) that you want enabled for
forms creation.
-
Select the settings icon
, and then select Project Administration.
The Form Templates page
appears.
-
Perform one of the following:
- Select an existing form template by
going to Custom
Forms.
- Create a new form template by going to
Template
Builder.
-
Select Set Form Permissions.
The Form Permissions dialog box displays.
-
Select the role drop down arrow and set the
permissions per each role.
Tip: You can grant permissions or restrict
access to each role listed. The permissions granted display next to the role
name.
-
Once you are finished, select Save.
Note: If you are modifying an existing template, changing permissions
will affect any new and existing instances of the form.
