Custom forms users

The Users section within the Custom Forms module provides an overview of all users who have access to a selected form. From this area, you can view user details, manage their roles, and, depending on your access level, navigate to individual user profiles for more information. This feature helps administrators maintain control over form permissions and collaboration settings.

Open the Custom Forms module and select a form from the list. Once the form is open, click the Users tab in the navigation header. A window will appear displaying a list of users associated with the form. The list shows each user’s Name and Role within the form.

At the end of each user row, click the ⋯ (action) button to add or modify a role for an existing user. This allows you to manage access levels and responsibilities directly within the form.

From this page, you can also grant access to a new user. In the navigation header, click Grant Access. A modal window will appear, where you can select users and assign one or more roles from the dropdown lists. Once the appropriate roles have been selected, click Grant Access to apply the changes. 

To revoke relative roles, locate the user in the list. Click the action button at the end of the row and select revoke relative roles. A warning message will appear to confirm the action—click OK to finalize the removal of access.

Depending on your organization’s subscription plan and your user permissions, clicking a user’s name will open their Details page, where you can view more specific information about their profile and activity.

To learn more about managing users, read more about the Users module.