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 System Roles:
- Administrator
- Human Resources
Prerequisites: Process Form Configuration & Management and Using Process Forms sections.
In the left navigation menu, click "Process Forms" then "Form Management":
Select the Form you wish to add authorized user access to by clicking the magnifying glass:
Once the form opens below, select the tab "Read Only Grid Access" and then, "New Form Access".
Select the staff members you wish to grant access to and click save:
Your authorized users will now be displayed in the Read Only Grid Access.