Access
Configure the form security to allow or restrict users from accessing the form.
Form Access
- Select Use security tokens to allow security token. See Security tokens.
-
By default, anyone including external users can access forms. To
restrict or permit access to a form to specific individuals and groups at
runtime, on the
Security list, select
either option.
Option Description Allow everyone except Allows everyone except the defined resource to access the form at runtime.
To add the individuals and groups to restrict them from accessing the form at runtime,
-
Click Add for Resources.
-
Select the resources.
-
Click Done.
Deny everyone except Restricts everyone except the defined resource to access the form at runtime.
Add the individuals and groups to permit them accessing the form at runtime.
-
Maintenance Access
Configure maintenance access permissions for a resource or group to
restrict or grant access to maintain a form. When you import a form or upgrade
TotalAgility
from a previous version, the maintenance access for the form is set
to
Everyone
with
Full control
.
- In the properties panel of the form, click under Maintenance access.
- On the Name list, select an individual or a group.
-
On the
Type list, select one
of the following options for access.
Option Description Full control
Users with this access type can create, modify and delete a form, and also set and modify the access permissions for other users. By default, the Everyone group has Full Control.
Read write
Users with this access type can modify and delete a form, but cannot change the access permissions.
Read
Users with this access type can only view a form; they cannot modify or delete the form or set and change the access permissions for other users.
-
Click
Add.
The selected individual or group is assigned the maintenance access to forms.