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Add Role to Forms Administration

Add Role to Forms Administration

Description of Issue

Process for adding roles to Forms Administration.

Context

Forms

Forms Administration

Cause

Outline the process for adding roles to Forms to provide users specific access and permissions.

Resolution

Within Forms Administration

  1. Click on System Administration 
  2. Click the Roles tab
  3. Click Add
  4. Enter Name of Role
  5. Enter Description of Role
  6. Click the checkboxes next to the desired permissions
  7. Toggle Active button
    1. By default new roles are active
  8. Click Create


Additional Information

You can update a role by following the referenced article Forms Administration Update Role.





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