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.
Granting Read-Only Form Access
- Navigate to Process Forms / 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"
- Select "New Form Access"
- Select the staff members to grant access to the form
- Click Save
Those selected will now be displayed in the Read Only Grid Access tab of the form: