Assign Forms to a Role : Solution Center

Assign Forms to a Role Print

Modified on: Sun, Mar 3, 2019 at 2:19 PM

Use caution as you assign Permissions to Roles! Be sure each user assigned to a Role is on a Need To Know basis only. Remember: It is always easier to grant more access tomorrow than risk a privacy breach today! Learn more on Roles and Permissions here.

1. Click Agency Admin from the System Navigation Bar

2. Click the Permissions tab

3. Select the Role you wish to assign Forms from the list on the left

4. Click the Forms toggle

5. Select from the list of Available Forms which Forms you wish to limit this Role to have - by selecting Available Forms, you are establishing this Role to ONLY access selected Forms

6. If this Role has access to all Forms, leave Assigned Forms blank

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Assign Forms to a Role Print

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