Application Permissions How To's

How to's for the Application Permissions guide.

How to assign Edit permission for a form

Steps:

1. Go to Security in Admin Tools.
2. Choose the permission group of the user.
3. Under the application forms section, find the desired form.
4. Select Edit permission to enable content modification and button actions.

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How to assign Operate permission for a workflow

Steps:

1. Go to Admin Tools → Security.
2. Select the appropriate application.
3. Check the Operate option for the required flow.
4. Save changes.

Tip: You can grant or deny permissions for all forms or flows via All Forms / All Flows nodes at once.

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How to assign View permission for a workflow

Steps:

1. Open the Security in the Admin Tools.
2. Locate the application and related workflow.
3. Grant View permission for read-only access.

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How to assign View permission for a form

Steps:

1. Go to Admin Tools → Security.
2. Select the related permission group.
3. Under the target application, locate the form.
4. Enable View permission.