Forma

Step 1: Retrieve your profile Click on the “Profile” icon on the bottom left A navigation panel on the right will appear Step 2: Edit yo...

Step 1: (For admin user only) Go to Databases and click on “User Database” Step 2: Click on “Edit User Settings” icon for the user that you want to ed...

Step 1: Click on Company Settings *Note: Only the User(s) with Admin access rights will see this icon Step 2: Click on the dropdown option for “T...

Step 1: Retrieve your profile Click on the “Profile” icon at the bottom left A navigation panel on the right will appear Step 2: Edit yo...

Summary view of default permission level and guide on providing appropriate access rights to the users/teams for processes or databases.    The purpo...

You can view and edit the respective permission levels from the Permission and Teams Settings function, here's the steps to access the permission level...

Step 1: Create New Team Go to Permission and Teams Settings Click “Create New Team” A New Team Settings form will appear Step 2: Up...

Step 1: Set up a new process Go to Processes Click “Create New” A new form will open   Step 2: Update Process Name and Invite Us...

In this scenario: Let’s edit John Lee access from “Can submit” to “Full Control” for this process.   Step 1: To edit User or Team access level ...

Step 1: Create a new database Go to Databases Click “Create New” A new form will open Step 2: Update Database Name Step 3: Pro...