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Permission Set Glossary - Form
Permission Set Glossary - Form

Areas users can be granted or limited access to in the Form permission set options

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

⭕ This article is for users with the Account Owner role.

1. Archive form --- Allow user to destroy a form template

When checked, user can:

  • Delete any form templates in the "Forms" section 

2. Update form --- Allow user to update a form template

When checked, user can:

  • Make edits to any form template in the "Forms" section using the Form Builder. This includes adding new fields, deleting fields and updating the settings of fields in the form.

When checked, user cannot:

  • Delete the form (unless "Archive form" is checked)

3. View form --- Allow user to view form template

When checked, user can:

  • View all form templates in the "Forms" section

  • Print form templates

When checked, user cannot:

  • Update forms (unless "Update form" is checked)

  • Delete forms (unless "Archive form" is checked)

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