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Process Forms: Form Access

Allyson Ryan
  • Updated

In order to grant access to other staff members to be able to view/access a form, you must go into the specific form and add them. It's important to note that by granting a user access to a form, it does not grant approval or edit rights to the form. 

Applicable Roles

  • HR Admin
  • HR Team
  • Business Office
  • Forms Administrator

Prerequisites 

An understanding of the Process Form Configuration & Management and Using Process Forms sections. 

Granting Read-Only Form Access

Navigate to: Process Forms / Form Management

  1. Select the Form clicking the magnifying glass
  2. Click the Read Only Grid Access tab

  3. Click New Form Access

    Form Access.png

  4. In the Process Form Access pop-up, select the staff member(s) that will be granted access to the form by checking the box(es) next to their name(s)

  5. Click Save

    Form Access1.png

Those selected will now be displayed in the Read Only Grid Access tab of the form. 

Form Access1a.png

 

Note: Users added here will be given read only access to all submissions of the currently selected form. The Grid Display option must also be checked on the details tab. Adding a user here does not give them any approval/edit rights.

 

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