Managing Forms Security

As an administrator, you can assign user access to individual forms and form folders. You can assign access to individual users, or to user groups.

Forms

• Users and Power Users can view or enter data only into forms to which they have access (and can work only with members to which they have access)

• Service Administrators and Power Users can design forms.

• Power Users can access forms they created or to which a Service Administrator assigned them access.

• Service Administrators have Write access to all dimension members and to all forms.

Form Folders

• Users who are assigned access to a form folder can access the forms in that folder.

• When you assign access to a folder, all folders under it inherit that access.

• If you assign specific access (for example, None or Write) to a form folder, that access permission takes precedence over its parent folder’s access permissions. For example, if a user has Write access to Folder 1 that contains Folder 2 to which the user has None access, the user can open Folder 1, but does not see Folder 2.

• If a user has None access to a form folder called Folder 1 that contains a form called Form 1 to which the user has Write access, the user can see Folder 1 and Form 1.