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Creating Roles
With Live Forms builtWith built-in security manager, a [[V4_Admin_Home_Page#Administration_Home_Page | tenant admin]] can can create and manage roles directly in a tenant; roles are commonly used in work flows and for digital signatures. See the [[V4_Admin_Home_Page#Manage_Roles | Manage Roles topic]] for for instructions on creating and managing roles.
With the LDAP Security Manager or Delegating Security Manager, groups are the equivalent of the roles created in tenants that use the built-in security manager. Please refer to the documentation for those security managers for information about creating users and groups (roles).
Creating Users
With Live FormsWith ' s built-in security manager, a tenant admin can create and manage users directly in a Live Forms a ' tenant. See the [[V4_Admin_Home_Page#Manage_Users | Manage Users topic]] for Manage Users topic for instructions on creating and managing users.
With the LDAP Security Manager or Delegating Security Manager, users and groups (which are equivalent to Live Forms roles roles) are defined outside of Live Forms .
Using Roles & Users
If you use LDAP Security Manager, please refer to your LDAP documentation, the [[V4_Working _ with _LDAP | Working with LDAP]] page, and [[V4_Working_with_LDAP#Frevvo_and_LDAP_Use_Cases | LDAP Use Cases]] for information about using roles and users.If you use Delegating Security Manager for Confluence, see the Confluence documentation, [[V4_Confluence_Usage#Usage_Scenarios | Usage Scenarios]], and [[V4_Confluence_Usage#Using_Roles_.28Confluence_Groups.29 | Using Roles (Confluence Groups)]] for more information on LDAP page, and LDAP Use Cases for information about using roles and users.
Security Manager Configuration
Live Forms has has a built-in security manager that allows you to create users and roles directly in your Live Forms your tenant. Live Forms also supports a [[V4_Working_with_LDAP | LDAP Security Manager]] that :
- LDAP Security Manager that pulls users and groups from your external Active Directory or Open LDAP system.
- Delegating Security Manager used for Confluence
- Custom
Access Control for Shared Item Users or Roles
The Access Cotnrol List allows the form designer to grant permission to view form/flow submissions to specific users or roles. Click on the icon on the Forms Home Page for forms and the Flows Home Page to create/edit the Access Control List.. 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 form submissions. Choose a user from the displayed list of the current users in the tenant. The Permission dropdown shows a blank or submission_view option at this time. Choose submission_view and click the Submit button. The message "ACL was successfully saved" will display when the screen is submitted. Repeat for all users requiring permission to view the form submissions.
- Click on the Role dropdown in the ACLEntry Role section to grant users with a specific role permission to view the form submissions. Choose a role from the displayed list of roles in the tenant. The Permission dropdown shows a blank or submission_view option at this time. Choose submission_view. Repeat for all roles requiring permission to view the form submissions. The message "ACL was successfully saved" will display when the screen is submitted.
- 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 a user with a specified role that has been granted the access to view the form/flow submissions via the Access Control list. Click on the Submissions icon to view them.
