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has a built-in security manager that allows you to create users and roles directly in your tenant. also supports a LDAP Security Manager that pulls users and groups from your external Active Directory or Open LDAP system.
Access Control for Shared Item Users or Roles
Access control can be granted to specific users or roles. Click on the icon on the http://Forms Home Page to create/edit the ACL records for the Expense Form. The Access Control list screen has two sections: ACLEntry and ACLEntry roles.
- Click on the User dropdown in the ACLEntry section to grant a specific user permission to view the Expense Report submissions. Choose a user from the displayed list of the current users in the tenant. The Permisson dropdown shows a blank or submisson_view option at this time. Choose submisson_view. Repeat for all users requiring permission to view the form submissions.
- Click on the Role dropdown in the ACLEntry Role section to grant all users with a specific role permission to view the Expense Report submissions. Choose a role from the displayed list of roles in the tenant. The Permisson dropdown shows a blank or submisson_view option at this time. Choose submisson_view. Repeat for all roles requiring permission to view the form submissions.
- Click on the
icon to add another ACLEntry or ACLEntry Role section.
Shared Forms
The Shared Item screen will display on the Home Page of any user or designated role that has been granted the access to view the form submissions The user can view the form submissons by clicking on the Submissions icon.