How to specify permissions for project elements

Permissions for project elements (Forms, Editors, Statistics) are:

none

When a project element is created this is the default state for Everyone: the element is not available to users and will not be listed when they log in.

use

When assigned, the project element will be listed when an authorized user logs in. The user can use the project element but not modify it.

edit

When assigned, the project element will be listed when an authorized user logs in. The user can use the project element, modify and delete it.

When the project element is listed in the Dashboard, the edit Edit and delete icons will display beside its name.

To change everyone's access permissions to a project element, select the appropriate permission from the Everyone drop-list:

Permissions

To change access permissions to a project element for a specific user or group:

  1. Click .

    Additional Permissions fields display:

    Add permissions

  2. Select user or group from the first drop-list.
  3. Begin keying a user or group name in the second field and select a name from the list of suggestions that will display:

    Key group name

  4. Select a permission from the Permissions drop-list:

    5. Permissions

Note: Click beside an assigned user or group permission to remove it.