Access

Configure the form security to allow or restrict users from accessing the form.

Form Access

  1. Select Use security tokens to allow security token. See Security tokens.
  2. 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,

    1. Click Add for Resources.

    2. Select the resources.

    3. 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.

  1. In the properties panel of the form, click under Maintenance access.
  2. On the Name list, select an individual or a group.
  3. 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.

  4. Click Add.
    The selected individual or group is assigned the maintenance access to forms.