User Permissions
Introduction
Functions
- Publishing a form: assign members permissions to submit or manage form/workflow data.
- Publishing a dashboard: assign members permissions to view dashboards.
Application Scenarios
When all forms or dashboards in an app need to be published instantly, you can pubilsh them in App Management.
Setting Procedure
Publishing One Form/Dashboard
When the admin visits an app, click App Management > User Permissions, select a form or dashboard, and click Add Member to configure permissions.
Note: Publishing to dept. is to members within it. Publishing to roles is the same.
In addition to assigning preset permissions, form permission set can be created by adding custom members here.
Batch Publishing
Click Batch Select and you can set permissions in batch to forms/dashboards.
1. Batch settings to multiple types
When forms, workflow forms, and dashboards are set together, only permissions to submit/workflows/dashboards within the app can be set.
2. Batch settings to the same type
If you set permissions for the same type of forms or workflow forms, you can set all the permissions in predefined permission sets in batch at the same time.
Disabling Permission Set
Permission sets that are unnecessary can be disabled directly so that they are no longer in effect for members.
You can disable one permission set, or click Disable All to disable all permission sets of the whole form/dashboard at a time.
Members' Usage
When members published to visit this app, they can:
- Click the published form to submit/manage data.
- Click the published workflow form to submit/manage workflow.
- Click the published dashboard to view the stats report.
Members published to can fill and submit the workflow data to proceed to the approval:
