Allow users to view form entries in FireForm

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Overview
Allow users to view form entries
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Overview

The following instructions describe how to set up permissions for a user to have only the ability to view entries for a form (without having any other administrative privileges in the Admin tenant).

Allow users to view form entries

In your Admin tenant:

Go to Settings > Roles > Add Role.
Name the role (something descriptive; for example, View form entries).
Scroll down and check the box next to "Forms Entries". You may also select whether or not you want to grant permission to Archive, Delete, or Edit form entries.

Note:

The Edit option only allows editing of "Office Only" fields. Information on the form cannot be edited once it has been submitted.
Select Save.
Navigate to the form for which you want to grant access to view entries (this is done on a per form level).
On the "Form Details" page, select Edit.
Open the Form Permissions section. Under "Permissions for Form Entries", the new role will be listed. Check the corresponding box, and then select Update.

To give a specific person access to view form entries:

Select Settings, then Users (or Groups), and then Add user. You can also add an existing user by selecting on the user's username.
Add the user, and check the box next to the name of the role you created for viewing form entries.
Select Save or Update.

Note:

If a role has the ability to delete form entries, the delete capability will only be available in workflow steps that are not an end point. When a form entry is in a workflow state designated as an end point, the Delete button will not be available to users who are only assigned to this role. However, users assigned to the Admin role will still be able to delete form entries.

Get help

If you have additional questions, need to report a bug, or would like to make enhancement requests for the FireForm system, submit a FireForm Support Request.