With the appropriate permissions, you can manage a form's security by specifying the users who can activate the form, as well as those who can run reports on completed forms.
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, you or your role must have that right. To run a report on behalf of a resource, 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.
To set up or change form security
- In the main menu, click Form and, in the list, click Configure Forms. The Form Configuration page opens.
- Locate the form and, on that row, click Security. The Form Security Settings page opens.
- If necessary, use the filters to search for people.
- On the left, select the checkbox for the appropriate rights:
- Activate Form
- Run Report
- Click Save. The Form Configuration page opens.