Manage Who has Access to Which Forms
- Damith Samarakoon
- Former user (Deleted)
- Former user (Deleted)
- Former user (Deleted)
Owned by Damith Samarakoon
To access the configuration for your Form types:
1. Go to Configure.
2. Select Document Types.
3. A list of all available forms on your project will be displayed.
Access to each document type is defined by role.
4. Tick the boxes of the roles that are able to use this document.
5. In the Others field you can add specific:
- users by entering their User ID.
- groups by entering the Group Name.
- whole company access by entering the Company Code plus the wildcard ( * ) For example ABC-*
