Adding, Changing, and Removing Access to Forms and Folders

  To assign access to forms, form folders, and Calculation Manager business rule folders:

1. Select the form or folder.

   • For forms and folders, see Selecting and Opening Forms and Folders.

   • For business rule folders, select Administration, then Manage, and then Business Rule Security.

   • For business rules, select Administration, then Manage, and then Business Rule Security. Open the business rule folder containing the business rules and select the rules.

   You can assign access to only one form, business rule, or folder at a time.

2. Select Actions, and then select Assign Access.

3. To add access to forms and folders:

   1. Click Add Access, and select the users or groups to access the form or folder.

      Click Users to display all user names; click Groups to display all groups.

   2. For Type of Access, select the kind of access users or groups have to the form or folder.

      For business rules or their folders only:

      • Click Launch to allow the selected users and groups to launch the selected business rules.

      • Click No Launch to prevent the selected users and groups from launching the selected business rules.

   3. Click Add.

   4. Click Close.

4. To change which users can use or change forms or folders:

   1. Select the users or groups for which to change access, and click Edit Access.

      Click Users to display all user names; click Groups to display all groups.

   2. For Type of Access, select the kind of access users or groups have to the form or folder.

   3. Click Set.

   4. Click Close.

5. To remove access from forms or folders:

   1. Select the users or groups for which to remove access, and click Remove Access.

      Click Users to display all user names; click Groups to display all groups.

   2. Click OK.