To set up user rights to use Forms, follow these steps:
- Go to Settings > User Roles & Rights > [Role Name] > CRM tab.
- Select the checkboxes in the "Forms" column.
User Role/Right |
Definition |
|
View/Submit Forms |
Allows the user to view and submit new and existing forms. This right also affects the ability to include forms in emails to send to the client. If this right is not enabled, the user won’t see the Forms dropdown list when writing an email. |
|
Edit Forms |
Allows the user to edit existing forms. If unchecked, the user can still see a form and view responses to it, but they can’t add a new form or edit, publish, unpublish, or make any other changes to the Forms list. |
|
View Office-Only Fields |
Allows the user to view “Office only fields” located in forms. |
|
Delete Responses |
Allows the user to delete form responses. |
|
Get Form Alerts |
Gives an alert when a form has been filled out and submitted. |