User permission on a form

Do you want to define specific user permissions on a form, in order for not every user to see and edit all elements on a form? Such as the Master Data form, to limit the edit possibilities for certain users.

Here you can learn how to define user permissions on forms.


1. Go to Main Menu -> Settings -> Forms

2. Open/edit a form

3. Click "Settings" 

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4. Unfold  "User Permissions" 

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5. Click "Add Permissions"

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6. Define which users to be included of this admission

Click edit pencil:

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Titel: Name the group.

Department: Bestem om det er specifikke afdelinger denne gruppe omfatter.

Roller: Indicate if specific roles are to be included in this group.

Users: Indicate if specific users are to be included in this group.
Eg you can choose "Employee" or "Manager" if the employee is to be able to look at his/her own profile, or if the manager is looking on an employee profile/Master data.

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7. Define which permissions to grant this group 

You can determine, if the group should only be able to see and not edit some of the elements by clicking "Read only" 

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If the group is to see and edit then choose "Create and edit" and then define on each single element:

  • default.png Default:  The user can edit and see element
  • mceclip6.png Mandatory: The element will be mandatory for users to fill in 
  • mceclip7.png Optional: The element will be optional for users to fill in
  • mceclip8.png Read only: It will not be possible for the user to edit the element only to see it.
  • mceclip9.png Hide: The element is hidden for the user.


8. Click "Save changes" to save the user permission

The group is created and you can add further user permissions on the form.