Form Settings Page
The Settings Page in the Forms Module allows an individual to customize and designate permissions pertaining to the Forms Module for system users.
Module Levels Tab
The Module Level Tab shows the different module levels for the Database Module and the default permissions that are granted to each module level. The eyeball icon under the “Actions” Column opens a modal that allows the user to view the permissions granted to the users with that module level.
There are four base Module Levels with default permissions in the Forms Module that cannot be altered by the user. The permissions associated with each module level are explained in the table below.
Forms Module Module Level Permissions Table | |
Module Level | Permissions |
Admin | Convert database to from, delete, add form, Customform (delete / edit / view / upload pdf / list / delete all customform, manage submissions, change status, design, download pdf), Admin (manage roles), Distribute, Create Form, View Submissions, Can Skip Payments, Can Edit Payment Form Entries, Formgroup (list / add / edit / delete / view formgroup) |
Guest | Customform (view / list customform, download pdf), View submissions |
Manager | Add form, Customform (edit / view / upload pdf / list customform, manage submissions, design, download pdf), Create Form, View Submissions |
Staff | List Customform, View Submissions |
New Module Levels can be created to allow for customized permissions.
How To: Add a New Module Level (Forms Module)
To add a new module level in the Forms Module, go to the Settings Page and select the “New Module Level” button.
This opens the New Module Level Modal.
Input a name for the new module level and select the “Save” button.
The new module level will now show in the module level table on the Settings Page. Module levels created by your organization can be customized. The table below explains the action icons shown to the right of the custom module level.
Module Level Customization Icons | |
Icon | Explanation |
| The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them. |
| The bulleted list icon allows you to assign permissions to customized module levels. |
| The pencil icon opens the Edit Module Level Modal. |
| The trashcan icon opens the Delete Module Level Confirmation Modal. |
Select the bulleted list icon to add permissions to the new module level.
Click the checkboxes for the permissions you would like to be granted to the new module level.
Select “Save” when done added permissions.
Module Level Customization Icons | |
Icon | Explanation |
| The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them. |
| The bulleted list icon allows you to assign permissions to customized module levels. |
| The pencil icon opens the Edit Module Level Modal. |
| The trashcan icon opens the Delete Module Level Confirmation Modal. |
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