Note: This feature will be available in Preview until June
16. The details in this article may change before the official Quarter 2
release.
Administrators can limit the types of forms that a user can view and/or edit. When limiting a user's access, be mindful of the roles you've configured to be able to edit and be notified at each form flow step. To modify permission, you can either create a custom user role or edit an already existing role. For more details on creating custom roles, see the article Creating Custom Roles.
How to Configure Form Type Permissions
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Once you login to Connect, click on cogwheel
in the top right corner. Select "User Management" within the Settings menu.
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Click the Roles tab.
- Next, either click on an existing role or select the + button to add a new role
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Form permissions are located within the Quality Management Tools permission set. By default each user with this setting checked with view/edit permissions has access to all form types.
- Click into the "All Types" box to view available types. Select all that apply to this user role. Once complete, click "Save" at the bottom of the page. Note: You also have the ability to restrict visible history, visit our Limiting Historical Views article for further details.