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Forms

Describes form related permissions on a user's access rights.

These permissions make up the Forms group within a role's permissions, and they control who can build forms, read submissions, and take payments. To review or edit them, go to Settings & Tools (Cog icon in the tool-bar) > Security > Roles, open a role, and select the Permissions tab. You'll find these options under the Forms section.


Records

Full Read Forms

  • Can view submissions for all forms.

Limited Write Forms

  • Can edit form submissions.

Full Write Forms

  • Can create, edit, duplicate, and delete forms.

  • Can manage the fields on a form.

  • Can edit any setting on an individual form.

Allowed form categories

Underneath the three permissions above you'll find an Allowed form categories limit. Leave it set to No Restriction to give the role access to every form, or select specific categories to narrow the role down to those forms only.


Other

Form Settings

  • Can manage global form settings.

Accept Payment

  • Can accept a form payment at the door for an outstanding form balance.

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