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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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The steps
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for Project Managers
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are different to those for Organisation Admins.
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Steps for Project Managers
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. Repeat this process for other projects as required.
Steps for Organisation Admins
Go to Project Preferences via Control Panel. You can do this by
Selecting More in the top menu
A dropdown menu appears: select Control Panel
Click the What would you like to manage? dropdown menu
The dropdown menu displays the names of your projects
Select a project
You arrive in Project Settings: select Project Preferences
You arrive on the Project Preference
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. Repeat this process for other projects as required.