Enable and Use Forms Whitelist by User Role Functionality

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Path: Main Menu > Admin Tools Menu > System Setup (Supplemental) > User Roles tab

About

You can enable the Forms Whitelist by User Role functionality within System Setup (Supplemental). This feature is used to designate which User Roles are able to see only the Forms added in this tool when viewing the Document Center. User Roles with no Forms added here, are able to see all Forms when viewing the Document Center.

Table of Contents

Enable the Forms Whitelist by User Role Feature

1. Navigate to the User Roles tab by following the path above.
2. Click the Enable feature: Forms Whitelist by User Role toggle to turn it on.
3. The change is autosaved.

Add Forms to Forms Whitelist by User Role

1. Navigate to the User Roles tab: Main Menu > Admin Tools Menu > System Setup (Supplemental) > User Roles tab.
2. In Forms Whitelist By User Role, click + to expand the Role you'd like to add Forms to.

1. Click New.

1. From the Form drop-down, select a Form.
2. Click the Save Changes button.

Delete Forms from Forms Whitelist by User Role

1. Navigate to the User Roles tab: Main Menu > Admin Tools Menu > System Setup (Supplemental) > User Roles tab.
2. In Forms Whitelist By User Role, click + to expand the Role you'd like to remove Forms from.

1. Click Delete next to the Form you want to remove from the User Role.

1. Click the Save Changes button.