Managing Permissions for Your Assignees

October 21, 2021

Assigning forms to your team is a great way to increase efficiency. But each member of your team might have different responsibilities regarding the forms that they’re assigned based on their role. As the form owner, you can set different permissions for different assignees. These different permission levels are as follows:

  • Submit Only – assignees may submit a form only; they cannot view/edit their submissions.
  • Submit & View Later – assignees may submit a form and view their submissions, but they cannot edit/delete their submissions.
  • Submit & Edit Later – assignees may view and edit their submissions whenever they want.

You can set these permissions from the Assign Form settings:

assign-form-permissions-1 assign-form-permissions-1-jpg

Manage Assignee Permissions

  1. Go to the Publish tab.
  2. Click on Assign Form in the left menu.
  3. Click on the assignee list.
    assign-form-assignees
  4. You can change the permissions from the dropdown that appears to the left of the three dots on the right side of the popup.
    assign-form-assignee-permissions

We hope this guide helps you understand how to manage permissions for your forms. If you need any assistance, feel free to let us know!

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