What is it?
By following the steps below, you're able to give users admin type access to the form management area. Each form you have is controlled individually, so they won't necessarily be able to access every single form (unless you want them to, of course). Some of the privileges you can assign are:
- Create and delete forms
- Edit forms
- Edit payment configuration/service options
- Run manual transactions
- Access the general ledger
- View form receipts and reports
- Edit and delete form receipts
Note: This is for users that need form access but not full admin access to your site. These permissions are group-based.
How to Access
- Navigate to Database > Group Management
Click on "System Permissions."
Scroll down to the "forms admin" section and check the "access form management" box in the appropriate group's column
- Navigate to Forms > Form List
Click "edit" next to a form that these users should have admin type access to.
Click on "permissions" in the form's menu bar at the top of the page.
In the bottom section, under "form administration", check the boxes for each permission you'd like this group to have (the group you assigned the system permission to in step 4 will now be listed in this section)
Repeat steps 4 - 7 for each additional form that the group should have access to