Member Permission Set

Introduction

If members are granted permission, they can interact with form data according to their assigned permission when accessing a form.

Setting Procedure

Where to Set

When members visit an app, click a form and switch permission sets by clicking the upper left corner of the form.

If there is only one permission for data submission in the form, the app page will only display the permission set’s name of Initiate Now (workflow forms)/Submit Only (regular forms). On the page, you can only initiate a workflow or submit the form.

Switching Permission Set(s)

1 Switch on PC.

a. If a member is allocated multiple permission sets, you can click a form and click the upper left corner of the form to switch the permission set.

b. If there are multiple permission sets, the system automatically generates a permission set named All Data with Permission. If you need to manage data with all permissions, you can access the permission set.

2. Switch on mobile.

When you visit a form on mobile, you can click the upper left corner of the form to switch permission sets with different permissions.

Adding Record(s)

When members have permission to add records, they can add and submit form records on PC/mobile.