Access Control

Access Control defines group permissions for creating, editing, deleting, and importing records. Options include ignoring hierarchy access and controlling form visibility.

Four tabs are available:

• General
• Advancing in the Workflow
• Record Readable in the Workflow
• Section Access

General Access Settings

1. Select groups to:
   • edit records based on the form
   • delete records based on the form
   • import records based on the form
   • create records based on recurrence rules
   • see records flagged as 'Draft'. Users in these groups see all 'Draft' records (respecting other permissions); others see only their own.
2. Optionally, select ignore hierarchy access to allow all users access irrespective of hierarchy restrictions.
3. Form Display Options:
   • Display: Form is visible in dropdowns.
   • Do not display: Form is hidden from dropdowns.
   • Restrict by group and hierarchy: Restrict form visibility to specific groups/hierarchies. (Archived values are not shown; a warning appears if a selected value is later archived).

Advancing Form Workflow Permissions

Set which groups can advance records through each workflow step.

1. Select the Workflow step e.g. Draft.
2. Select the Group(s) that are able to advance the form from the current workflow step. Hold down Ctrl and select multiple groups if required.
3. Select the arrow to move the selected Groups to the section to display the available Groups that can advance the workflow.
4. Select OK.

Record Readable Permissions in Workflow

Set which groups can read records at each workflow step.

1. Select the Workflow step e.g. Draft.
2. Select the Group(s) that are able to read the records of the selected workflow step. Hold down Ctrl and select multiple groups if required.
3. Select the arrow to move the selected Groups to the section to display the available Groups that can advance the workflow.
4. Select OK.

Section Access Permissions

Set read and edit access for sections based on groups and workflow steps.

1. Select the Workflow step.
2. Select the Form Section(s).
3. Select Group(s) able to read the section(s) in this workflow step.
4. Select Group(s) able to edit the section(s) in this workflow step.
5. Repeat for all workflow steps.
6. Select OK.