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


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You can easily

With the appropriate permissions, you can manage a form's security

, which involves

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

form information

forms.

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Note the following about users, resources, and form security:

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,

the user (or the user's role)

you or your role must have that

specific

right.

To run a report on behalf of a resource,

the user

you must have report running rights for that resource.

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

.
  • 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 page does not include the Activate Form option.

  • 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

    From any page, open the Form menu in the main navigation bar and select
    1. In the main menu, click Form and, in the list, click Configure Forms.
    The
    1. The Form Configuration
    page
    1.  page opens.
    2. Locate the form and, on that row, click
    its
    1. Security
    link
    1. .
    The
    1. The Form Security Settings page opens.
    For those users who can access the form
    1. If necessary, use the filters to search for people.
    2. On the left, select the
    appropriate right(s)
    1. checkbox for the appropriate rights:
      • Activate Form
    - user can activate a formClick
      • Run Report
    - user can run a report against this form
    1. Click 
    1. Save.
    The
    1. The Form Configuration page
    re-
    1. opens.
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