Permissions

Permissions are set on a form-by-form basis and can only be changed by a form's author or an owner user.

You can toggle whether other users can view and edit the form, view the submissions of the form, and/or become the form's new author.

NOTE: Owner users will automatically have view and edit access for all forms and submissions, however there can only be one author per form.

To edit form permissions

1. As the form author, double-click the form in your lobby to access the form editor.
2. Click Settings and then Permissions from the drop-down menu.
3. If necessary, click Add User at the bottom to begin editing their permissions for this form.
4. Select the options in the appropriate columns for which permissions you would like to give them.

You can also access this modal from the main lobby by clicking on the form once and then clicking on the Key icon on the top right.

Permissions Breakdown

Form Authorship

Giving another user authorship permission allows them to view, edit, archive, and delete the form as well as view and delete the submissions. The new author will also be able to edit permissions moving forward and the previous author will lose these permissions unless they are an Owner.

If email notifications are enabled and set to default to the form's author, the new author will now receive these notifications.

View Form

If you provide a user with View Form permission, they will be able to view the form in their Lobby, but will not have Owner rights to it. The user will not be able to see the submissions unless you also either manually assign, associate or give them access to View Submissions in the modal.

View Submissions

This permission gives the user permission to view all of the form’s submissions in their Submissions Manager. It does not however give them the ability to add tags/stages or assign other users, but only to view the data.

Edit Form

This will allow them to edit the form itself including changing any of the settings like the signature workflow or email routing.

Process Submissions

This allows the user to manage all submissions on a form themselves by allowing them to add, remove or change Tags/Stages and also assign other users to the submissions without needing to be assigned themselves. If you only want them to be able to manage certain submissions you will want to assign them only to individual submissions.

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