Clicking on a tab or section control in your form will show an additional Security tab in the properties pane. The top portion of the tab displays a drop down of the roles that are available. Roles are created by your tenant administrator or automatically imported from your LDAP or Active Directory server. Refer to Manage Roles for the details. Selecting a role one or more roles from the list allows the forms designer to configure make a section or tab control in the form to one or more roles. . A section or tab that is assigned to a specific role is only visible to users with that role. Required visible/invisible based on a user role. Required controls in the assigned section or tab will not prevent submission of the form when that section or tab is not visible. For Example, a non-manager employee filling out an Expense Report form typically has an Employee section and a Manager Approval section. Assigning the role of Manager to the Manager Approval section ensures that the section only becomes visible to a user with the role of manager. An employee who does not have that role will not see this section. More will not see the section labeled Manager Approval. The roles of Manager and Supervisor have been selected on the Security Tab for the section labeled Manager Approval as shown below. More than one role can be selected by holding down the <CTRL> key and clicking on the desired roles.
The image of the Expense Report below has an Approval Section where the roles of Manager and Supervisor have been selected on the Security Tab for the section labeled Manager Approval. A non-manager or non-supervisor user will not see this section when filling out the form.
The lower portion of the Security tab concerns Digital Signatures and is only relevant for a section control.