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Staff Program & Form Access (Permissions)
Staff Program & Form Access (Permissions)

For admins in agencies with "permissions" - how to grant or restrict program and form access to your staff users

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

โญ• This article is for users with the Admin role.
โ€‹
โ€‹If you do not have the Permissions Feature for your agency yet, tell your Customer Success Manager you are interested in learning more!

To give a user access to a specific programs and forms, click on the Staff section of the lefthand navigation menu.

Select a staff account to update.

Click the Programs tab.

Check the checkbox next to each program to give the user permission to administer forms for that program. You may also check Toggle selection of all programs to select or deselect all available programs.

Click the Forms tab.

Click the dropdown list, then a program to select user access to specific forms.

Click the checkbox next to each activity or assessment form linked to the selected program. You may also check Toggle selection of all forms to select or deselect all available forms.

Click the dropdown list to select another program and repeat form selection.

  • Note: The program and form access is saved automatically when each checkbox is selected.

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