eForms Manager Permission

The ability to become an eForms Manager for custom forms ( eForms ) is a separate permission that can be enabled/disabled per user basis.

 

A manager in eForms can oversee other users open & completed forms in the home screen. You may assign as many users as you would like under a manager. 

Note: You may also create multiple users as managers and may have a scenario where a user with a manager role oversees another user with a manager role.   

The permission to become an eForms manager / custom forms manager is set up in the eForms module.

To setup the permission for deleting a form, follow the steps below:

 

  1. Access the eForms module.
  2. Access the Setup menu.
  3. Access the Users menu.
  4. Click on the username in question that requires the change.
  5. Scroll all the way down and enable the permission ‘Interactive Form’

 

A screenshot of a computerDescription automatically generated

 

Note: This permission requires the user to log out completely and log back in to take effect.

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