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Assign Form Permissions in a Project Template
Assign Form Permissions in a Project Template

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

Updated this week

Pre-requisites:

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

  • You, your organisation, or a user group where you are a member must be assigned 'Admin' permission.

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 are to be assigned.

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

Alternately, mouse over the project template thumbnail in the thumb view and click the icon. A layered page opens. Click '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.

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

Next Article: View Roles History (in a Project Template)

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