Grant Access to EX FormFlow - Forms Functions

You can set up access permissions for each function on the page. This lets you control who can see what functions on the page. EX FormFlow - Forms has two functions:

·       Can Administer Portlet lets administrative user groups create and manage forms, set up database configurations, and manage the permissions and options for the EX FormFlow - Forms page

·       Can View Reports lets user groups view a list of submitted forms, view submitted information, and export form data to Excel.  

Most campus portal roles accessing EX FormFlow - Forms to complete a form do not require access to EX FormFlow - Forms features. For example, students completing a vehicle parking pass request form, don't need permissions set up. They only need to belong to a campus portal user group with permission to view EX FormFlow - Forms (set up during the Grant Users Access to EX FormFlow - Forms step).

Example

Grant Access to EX FormFlow Features

1.         Log in to the campus portal as an administrator and navigate to the page with EX FormFlow - Forms.

2.         From the Admin Toolbar, click Access. The Access page appears.

3.         Click on the campus portal role you are setting up permissions for. If the role has not already been granted access to the page, click the button to toggle it to Visible. Additional FormFlow permissions appears.

4.      To grant administrative privileges to a campus portal role, click the button for the Can Administer Portlet permission to move the toggle it to "Yes".

5.         To grant view report privileges to a campus portal role, click the button for the Can View Reports permission to move the toggle it to "Yes".

FAQs

Why would I give a user group permission to Administer Portlet?

Why would I give a user group permission to View Reports?