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Once a form has been created it can be assigned to everyone, a groups of users or specific users. The forms are displayed in the User Forms tab. The tab name can be edited to display a more relevant description if required.
An example of the User Form tab containing two forms.
To Show the User Forms tab:
1. | Log in with Administrator rights and go to Admin. |
2. | In the Portals section click Portal Configuration.![]() |
3. | Find User Forms - Show Tab in the list. |
• | If the option is set as True the Forms tab will be visible. |
• | The option is False the user will not have access to the Forms tab. |
4. | To amend this option click ![]() |
5. | Click ![]() |
To Assign Forms to Users:
1. | In the Products section click Assign Customer Forms.![]() |
2. | The Assign User Forms window opens. Forms can be assigned to All Users, Selected Users or User Groups.![]() |
3. | To Assign a form to All Users select the Form and then select ![]() ![]() The form will show that is has been made available to everyone: ![]() |
4. | To Assign a form to Selected Users select the Form and then select ![]() Select the required users and then click ![]() ![]() The form will show that is has been made available to everyone: ![]() |
5. | To Assign a form to User Groups select the Form and then select ![]() The available groups will be shown in a list. Select the required group and then click ![]() ![]() The form will show that is has been made available to everyone: ![]() |
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