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How do I assign a form to a user?
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. From the iFormBuilder Admin Portal, hover over the Forms tab and select Form Assignment.
If your company is using the User Management interface, click the Mega Menu and select 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 it 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.
A Walk-Me tutorial is also available for implementing this feature. Walk-Me can be accessed from the Tutorials tab inside the iFormBuilder Admin Portal.
Don't see the Tutorials tab? Talk to a support agent about getting Walk-Me installed in your environment.
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