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How do I assign a form to a user?
Don't see the Tutorials tab? Talk to a support agent about getting Walk-Me installed in your environment.
In order for a user to begin collecting data on his or her device, the forms must first be assigned to that user. To assign a form to a user, please follow the instructions below.
PLEASE NOTE: Only users with Company or Server Admin rights can assign form permissions.
STEP 1. Hover over the Forms tab and select Form Assignment.
STEP 2. Highlight the form you want to assign to the user and click Assign.
STEP 3. Choose whether you want the user(s) to have Collect and/or View rights.
- 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.