How to Configure Form Access for a Web User
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This article relates to the following pro-Forms modules: |
Controlling which forms a Web User can see keeps your Work Group tidy and ensures office/admin staff only access the forms relevant to their role.
Form permissions for a Web User differ slightly to that of a Mobile User.
To update which forms a web user can see:
- Click 'Users' menu option on the left
- Click 'Edit' on the relevant users account
- Click the 'Access Permissions' tab
- On the right hand side of the screen, make sure the 'Forms' tab is selected and click 'Add Permission'
- Select which forms the user has access to and then click 'Save'
For Mobile Users, form access works slightly differently — see Fix: Mobile User Cannot See Any Forms if a field worker is missing forms they should have access to.