Form Permissions

Written By Timothy Murenzi

Control who can see and do what in Forms with permission sets.

Change Forms permissions

Go to Settings → Studio → Team and rates.
Under Team members, check which permission set each person has.
Under Permission sets, click the set you want to change.
Type "form" in Search permissions (or scroll to Money → Forms) and click Forms.
Tick or untick the actions below, or use All in this section.
Click Save & close.

The 14 Forms permissions

Permission	Allows
View forms list	See Forms in the sidebar and the list of forms.
Create new forms	Use + New form.
Edit form fields + settings	Change forms in the builder.
Duplicate a form	Make copies.
Publish / unpublish forms	Make forms live or take them offline.
Save / manage form templates	Save and manage studio templates.
View submitted responses	Open Responses.
Export responses	Download response data.
Attach response to a project	Link responses to projects.
Create project from response	Start a project from a response.
Create estimate from response	Start an estimate from a response.
Archive forms	Archive forms.
Delete forms	Delete forms.
Delete a response	Remove individual responses.

To hide Forms completely from a set, tick Hide this module from the menu in the same section. Permissions only apply if Forms is enabled for your workspace.

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