Understanding Forms Access Rules

Access to the Forms module is controlled at three levels:

• Security group: Defines whether users in a group have personal, department or company access levels.

• Read/Send access: Defines whether users have read or send access.

• Read: A user can contribute to a form and be part of the form’s distribution.

• Send: A user has access to initiate this type of form via the New > Forms menu.

• Per form basis: Defines whether access is controlled on a For Info/For Action basis on each form.

Access rules per form are as follows:

• Users who have company/department access to forms can view forms assigned to any users in their company.

• The initiator is the creator of the form.

• The receiver is any user in the For Action or For Info distribution list on the form.

  • For Info participants are not required to fill in a particular section.

  • For Action participants have access to a section and can specify reviewers or delegate sections by clicking Manage Reviewers on the form.