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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

These steps are for Project Managers or Organisation Admins

  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.

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