User Rights for Forms

To set up user rights to use Forms, follow these steps.

  1. Go to Settings > User Roles & Rights > [Role Name] > CRM
  2. Select check boxes in the Forms

User Role/Right

Definition

View/Create Forms

Allows the user to view existing forms and to create new 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.

 

 

 

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