Users with the role of Admin have access to all folders and all forms. All other types of users must be given permissions to the specific folders and forms they need access to. Users with the roles Admin or Access Manager can give such permissions.
Add user permissions
- Go to Users in the Dashboard, find the user you want to give permissions to and
click [Edit] for that user to open the “Edit User” window. - If there already is a user with the same permissions as this one, you can quickly copy their permissions:
press “select another user” and click on the user you wish to copy permissions from.
The present user will then instantly get the same permissions as the user you selected. - You can also select permissions manually:
– Press [Grant access to all folders] to quickly give general access to every folder and form on the server.
– Or press [Grant access to folder] to give access to all present and future forms in that folder.
– Or click on a folder’s “>” arrow to open a list of its forms.
Press on the form buttons to give permission for them.
All permitted forms and folders are green. - Press [Save changes] when done.
Note: If you use Tasks and assign a task to a user, that user will automatically get permission to access all forms defined in the task. So you do not have to open this window to do that manually.
Remove user permissions
Sometimes we have to remove permissions from a user, for instance if they have finished working on a project, or – if they are using the Forms app – to avoid too much old data being downloaded to their app.
- Go to Users in the Dashboard, find the user you want to remove permissions from and
click [Edit] for that user to open the “Edit User” window. - All permitted forms and folders are green.
– If the [Grant access to all folders] button is green, press it to deselect it.
Then follow step 3 above to give access to individual folders and forms.
– Or press on green [Grant access to folder] buttons to remove access to all forms in that folder.
Then follow step 3 above to give access to individual folders and forms.
– Or click on a folder’s “>” arrow to open a list of its forms.
Press on green form buttons to remove access to them. - Press [Save changes] when done.