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Assign Form Permissions in a Project Template

This article helps you understand how to assign and manage form permissions on your project templates.

Updated over 3 weeks ago

Pre-requisites:

Permission as mentioned below, on the project template in which form permissions are to be assigned:

  • To manage the project template, 'Admin' permission must be assigned to you, your organization, or a user group in which you are a member.

Below are the steps to assign form permissions in a project template:

1. In the 'Projects' area, navigate to the project template where form permissions need to be assigned.

2. Right-click on the required project template and select 'Roles & Users' then select 'App Permissions'.

Alternately, in the thumb view, do a mouse hover on the project template thumbnail and click the icon. A layered page opens. Click on 'App Permissions'.

3. It shows existing project roles and their form permissions with the ability to assign or remove form permissions based on roles assigned to users. Additionally, you can also add new roles if required.

4. Follow the steps as required to assign form permissions on a project (See steps 2 to 7).



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