Last Updated: January 20, 2021

After designing your form, what comes next is to add users who can access the record app. To start assigning form permissions, follow the steps below:

Step 1: Begin by clicking the USERS icon to add users.
Step 2: Select the users you want to give access to. You can give access to all your users in Steer, or in groups you have created with different members. You can also choose different individuals on the spot, where you can set different permissions for each user.



Step 3: Once you have selected the users for this app, click the button under the Action lane to begin assigning the permissions you would want to assign in the user. Assigning permissions may vary according on how you want to set it for each user. These are the following permissions you can grant to those you have given access in the form:



Create - Can create new records
Read - Can read submitted records
Edit - Can edit existing records
Delete - Can delete existing records
View Reports - Can view and download reports for this record
Configure Reports - Can update reports configurations for this record
Record Admin - Provide all permissions to a member

After finalizing the permissions granted to each user, you can now proceed to the final step of building your record app.

RELATED ARTICLE(S):
Overview: Record App
Previous Article: Record App: Form Builder

Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Was this article helpful?
Cancel
Thank you!