Assign a Form to a User Group

Before a user can complete submissions, they need to have the relevant form assigned to them.

Assigning a Form to a User Group

Assigning a form or several forms to an entire Group can be done efficiently from one central location.

Navigate to the Groups page, following the instructions based on your Account View.

Core View

Without Departments With Departments

Expand the Account drop down in the left navigation and select Groups.

Expand the Department drop down in the left navigation and select Groups.

 

Project View

Expand the Settings drop down in the left navigation and select Groups.

1. Select the name of the group you want to assign forms to.
2. Select the Manage Forms button.
3. Select the forms you want to assign to that group.
4. Determine if you want to send the user notifications about their form assignments.
5. Save.