Skip to main content

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.

image.pngimage.png


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)

{{@375}}


Module Level Customization Icons

Icon

Explanation

image.png

The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them.

image.png

The bulleted list icon allows you to assign permissions to customized module levels.

image.png

The pencil icon opens the Edit Module Level Modal.

image.png

The trashcan icon opens the Delete Module Level Confirmation Modal.