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By default, Project Managers and Organisation Admins have permission to edit every form on a contact’s bio
Steps
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These steps are for Project Managers or Organisation Admins |
Go to the Project Preferences page. You can get there by
Selecting My Apps in the top menu
Select Projects
You arrive on the Manage Projects page
Selectyour project
You arrive on the Project page
Select More Options in the cover section
A dropdown menu appears
Select Preferences
You arrive on the Project Preferences page
Review the permissions granted in the Form Editing Permissions box
By default, Project Managers and Organisation Admins have permission to edit all forms on a contact’s record.
If you want Project Reporters to be able to edit forms on a contact’s record, grant them permission by ticking the appropriate box
Scroll to the bottom and press Save.
That’s it.