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 User Group can be done from one central location.

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

Core View

Without Departments With Departments

In the left navigation, expand the Account dropdown and select Groups.

In the left navigation, expand the Department dropdown and select Groups.

 

Project View

In the left navigation, expand the Settings dropdown and select Groups.

1. Click the hyperlinked name of the group you want to assign forms to.
2. On the right side of the page, click Manage Forms.
3. Check the box by the forms you want to assign to that group. Click to expand Folders to check the box by any forms within them. On the top left, check the box by Name to select all forms with a single click.
4. Send notification to user if they have new forms is checked by default; click to uncheck the box to not send a notification.
5. In the lower right corner of the page, click Save.