Set permissions

How to set permissions

This section describes how to set permissions on application forms.

You can set the permissions for each item and approval step of the application form you have created.

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Table of Contents

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1.Opening an Application Form

2.Opening a New Application Form

3.Confirm Authorization

4.Configuring Authorization for Application

5.Configuring Authorization for Approval

6.Change to read-only.

7.Configure individually.

8.Making an Application Form Public

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1. Click "Application form" on the "System administration" page.

2. Click a new application form or the name of an existing application form.  

3. Click "Permission settings".

4. Set the permissions.
　Editable... This setting allows you to enter or delete each item.
　Read-only...A setting that prevents input and editing during approval.
　Hide...Hide items that you don't want to be seen, such as clients and amounts.
　You can set this setting for each section by clicking one of the buttons in the upper right corner.

 5. set permissions for the application
　Set the permissions to be editable in bulk when applying.

6. Set as read-only
　The first approval is set to read-only.

 

7. set individual permission settings
　Set the second approval as read-only and hidden individually
　By setting the options and radio buttons to hidden, the two items will be hidden during approval
　The other items will still be visible since you set them to read-only.

8.Finally, publish the form.
　After all settings are complete, click "Publish" to publish the form.

That's all.
Thank you for reading to the end.

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If you have any questions about the settings, please contact us at [e-mail].