Assigning Permission to Forms and Dashboards

You can assign access to authorized users to forms and dashboards from the Library.

To assign permission:

  1. From the Home page, select the Library.
  2. Select the Forms or Dashboards tab.
  3. Select the form or dashboard to which you want to assign permission.
  4. Under Actions, select Assign Permission.
  5. On the Assign Permission dialog box, click Permissions.
    Assign Permission dialog box
  6. Optional: Click Add User/Group to add a new user or group to the list of available users, and then click OK.
  7. Select the level of Permission you want to apply to the selected user or group, and then click OK:
    • Read
    • Write
    • None
    • Delete