Setting Form Template Access
On the Supplemental Data Form template Access tab, you determine which users are authorized and what function they perform on the form.
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The top panel of the Access tab shows the list of users with View access.
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The bottom panel displays the workflows that the user has access to.
You can import lists of viewers in CSV files to quickly assign access to multiple users. Viewers can be users, groups, or teams. You then use the View option to determine the stage at which they can access a form. You can also export the list of users for analysis by administrators.
Note:
You must define a Workflow before you assign Viewer access.Note:
You can now make Ad-hoc user and viewer assignments even when there are no recurring forms defined on the template.To add access: