How To: Distribute Forms by Role

Step 1.) From the Dashboard select 'Hierarchy', then select 'Roles'.
(www.zenput.com/roles/
Screen_Shot_2019-08-13_at_10.03.37_AM.png

Step 2.) With your mouse hover over the three dots to the right side of the role you would like to distribute forms to, click on the three dots and then select 'Edit Role'. 
Click_on_Edit_Role.png

To Add a Form

Step 3.) Click on the blue plus sign under 'Distributed Forms' to add a form. 

Screen_Shot_2019-08-13_at_11.16.14_AM.png

Step 4.) Click on the drop-down arrow. 

 Screen_Shot_2019-08-13_at_10.56.29_AM.png

Step 5.) From the drop-down menu, you can use the drop-down or type the name of the form you would like to distribute. 

type_or_select_form_to_distribute.png

Step 6.) From here you can also edit the form permissions for the role. Select the drop-down menu under 'Form Permission'.

Options for form permission are: (Note* User/Role permissions will override any form permissions selected. For a list of what actions are available by user permissions see User Permissions)

  • View Own -  User is only able to view their previous submissions  (All Permissions)
  • View All Submissions - User is able to view all previous submissions of a form (Manager)
  • Edit own submissions - User is able to edit their own Submissions (Manager)
  • Edit All Submissions - User is able to edit ALL submissions of a form (Manager, Admin)

_To_edit_the_permission_click_on_drop_down_arrow.png

Step 7) Select 'Save' 
Screen_Shot_2019-08-13_at_11.17.07_AM.png

To Delete a Form

Step 8.) To delete a form from a role, click on the grey minus sign and select 'Save'
To_delete_a_form_click_on_minus_sign_.png Screen_Shot_2019-08-13_at_10.44.11_AM.png

You're all set! 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request