Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Current »

You can decide which user groups have permission to edit each form on a contact's record.

  • By default, Project Managers and Organisation Admins have permission to edit every form on a contact’s bio

Steps

The steps for Project Managers are different to those for Organisation Admins.

Steps for Project Managers

  1. Go to the Project Preferences page. You can get there by

    1. Selecting My Apps in the top menu

    2. Select Projects

    3. You arrive on the Manage Projects page

    4. Select your project

    5. You arrive on the Project page

    6. Select More Options in the cover section

    7. A dropdown menu appears

    8. Select Preferences

  2. You arrive on the Project Preferences page

  3. Review the permissions granted in the Form Editing Permissions box

  4. By default, Project Managers and Organisation Admins have permission to edit all forms on a contact’s record.

  5. If you want Project Reporters to be able to edit forms on a contact’s record, grant them permission by ticking the appropriate box

  6. Scroll to the bottom and press Save.

  7. That’s it. Repeat this process for other projects as required.

Steps for Organisation Admins

  1. Go to Project Preferences via Control Panel. You can do this by

    1. Selecting More in the top menu

    2. A dropdown menu appears: select Control Panel

    3. Click the What would you like to manage? dropdown menu

    4. The dropdown menu displays the names of your projects

    5. Select a project

    6. You arrive in Project Settings: select Project Preferences

  2. You arrive on the Project Preference

  3. Review the permissions granted in the Form Editing Permissions box

  4. By default, Project Managers and Organisation Admins have permission to edit all forms on a contact’s record.

  5. If you want Project Reporters to be able to edit forms on a contact’s record, grant them permission by ticking the appropriate box

  6. Scroll to the bottom and press Save.

  7. That’s it. Repeat this process for other projects as required.

Related articles

  • No labels