Form Settings Page
The Module Levels Tab of Settings Page can be accessed from the Main Menu. The system default module levels for the module are visible in the Module Levels Table. New module levels with customizable permissions can be created and managed on this tab.
There are four system default module levels associated with the Forms Module. An explanation of the permissions associated with each default module level are shown in the Forms Module Level Permissions Table below.
System default module levels cannot be customized.
Forms 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 in order to customize module level permissions to suit your organization's needs. An explanation of the icons associated with customized module levels have been provided in the table below.
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. |
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.
A complete list of all permissions associated with the Forms Module have been provided below.
