Link Roles Directly to a Form

Note: In order to link roles to a form, the form must have the "Do Not Inherit" selection made in the Inherited From field.

  1. Access the Page List.
  2. Select the form name from the Organize Forms section of the form
  3. Click Edit.
  4. Scroll to the Role List at the bottom of the form.
  5. Click icon-Expand Expand to view the Roles linked to the form.
  6. Click Link.
  7. Select the View, Add, Edit, and/or Delete check box(es) next to the role(s) to be added.

    Note: To unlink a role, remove the check mark from the appropriate check box(es).

  8. Click Save.

See Also

Forms

Add Forms to Pages or Sub Pages

Edit a Form

Delete a Form from a Page or Sub Page