Module Level Form Access

Access to the Forms module is controlled at three levels:

1. By Security Group to define whether users in a group have personal, Department or Company level access to Forms.

2. For Users within each Security group, you can define whether users will have Read / Send or No access in regard to each of the available Form types:
   Read: A user can contribute to a Form or be part of the Form’s distribution List (For Action or For Information).
   Send: The user has access to initiate this type of Form via the New > Forms menu.

   

3. On a per Form basis, access is controlled based on whether users are listed as For Action or For Info and is then controlled on a per section basis – see below.