Within Teamwork, you can set intake forms
permissions for users on each of the
projects where they are a member.
Note: Intake forms are
available on per-user Pro/Deliver
subscriptions and above.
To update a user's permissions,
go to the
People section of your project. Click the
three dots to the right of the relevant
user and select Edit project
permissions from the dropdown
menu.
Note: Only site administrators
or project administrator on the project will be able to set these permissions.
In the permissions modal,
you will see an option to View
Forms. Click the arrow to the
left of the view permission to expand
and access the additional Edit
Forms permission.
Use the toggles on the right
to enable or disable the permissions.
When you enable the View Forms permission, the Add Forms permission will be enabled
automatically. This can be disabled
independently if you want a user to
only have the view permission.
View forms
User will have access to the Forms
area of the project if the forms
feature is enabled for
the project.
- Project admins and site admins will have this permission
automatically.
- Standard users and collaborators can
be granted this permission.
- Collaborators will only have
access to a preview link to the
published form.
Note: Client
users cannot be granted permission to
view forms on a project.
Add forms
Users with the add forms permission can
create new forms on the project as well as
edit the properties of existing
forms.
Only standard users can be
granted
this permission. Project admins and site admins will
have this permission automatically.
Note: Client users cannot be
granted either permission relating
to forms.
People with permission to add forms
can:
- Create new forms on the project
- Edit the contents of existing
forms
- Publish and unpublish existing
forms
- Copy existing forms to the current or
another project
- Delete existing forms
For more information,
see: Setting User
Permissions on a Project