Creating Roles

With  built-in security manager, a tenant admin can create and manage roles directly in a tenant; roles are commonly used in work flows and for digital signatures. See the Manage Roles topic 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 ' built-in security manager, a tenant admin can create and manage users directly in a  tenant. See the 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  roles) are defined outside of .

Using Roles & Users

If you use LDAP Security Manager, please refer to your LDAP documentation, the Working with LDAP page, and LDAP Use Cases for information about using roles and users.

Security Manager Configuration

 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. The message "ACL was successfully saved" will display when the screen is submitted.
  
  

• 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. 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 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.