Security

The access to the BizForms module can be managed in CMS Desk -> Administration -> Permissions, after you select Modules -> BizForms permission matrix:

 

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The following table explains particular permissions:

 

Create form

The user is allowed to create a new form.

Delete data

The user is allowed to delete entered records.

Delete form including data

The user is allowed to delete the form including data.

Display module

The module is displayed to the users in the user interface.

Edit data

The user is allowed to create and edit records.

Edit form

The user is allowed to edit form configuration, fields and layout.

Read data

The user is allowed to read entered records.

Read form

The user is allowed to read form configuration, field settings and layout.

 

 

Security for particular forms

 

You can specify which roles are authorized to read and modify a form and its data on a form level. Open the properties of the given form and switch to the Security tab. Here you can specify which roles are allowed to use this form:

 

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The form will be hidden to other roles then.

 

Please note: the role must be granted with permissions for the BizForms module. Then, you can further customize the access to particular BizForms. The fact that the role is granted with access to the given form is not sufficient.