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Home > EMResource > Guide - Forms > Set Up or Change Form Security


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With the appropriate permissions, you can

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manage a form's security

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by specifying the users who can activate the form, as well as those who can run reports on completed

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forms.

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If the form is not available for on-demand activation (such as those activated by a change in status or the time of day), the Form Security Settings page does not include the Activate Form option.

To run a form report,

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you or your role must have that

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right.

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To run a report on behalf of a resource,

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you must have report running rights for that resource.

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A user can run reports only on data that their users or resource submitted and/or received

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.

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Use the search fields toward the top of the page to search for users. You can search by role, resource type, and/or user ID.

To set up or change form security

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  1. In the main menu, click Form and, in the list, click Configure Forms.

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  1. The Form Configuration

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  1.  page opens.
  2. Locate the form and, on that row, click

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  1. Security

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  1. .

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  1. The Form Security Settings page opens.

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  1. If necessary, use the filters to search for people.
  2. On the left, select the checkbox for the appropriate rights:
    • Activate Form

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    • Run Report

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  1. Click 
  1. Save.

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  1. The Form Configuration page

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  1. opens.