How do I assign a form to a user?

iForm form assignment

To assign a form to a user, please follow the instructions below.

PLEASE NOTE: Only users with Company Admin rights or higher can assign form permissions.

STEP 1: Hover over the Forms tab (A) and select Form Assignment (B).

iForm form assignment

STEP 2: Highlight the form you want to assign to the user (A) and click Assign (B).

iForm form assignment

STEP 3: Choose whether you want the user to have Collect and/or View rights.

iForm form assignment

Collect Rights allows the user to collect data on his or her device and submit to the server.  View Rights allows the user to see all data collected on this particular form.

STEP 4: Scroll to the bottom of the page and click Update.

iForm form assignment


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