Setting Permissions on a Form

Setting permissions on a form will define who is permitted to see the Form in the Self Service portal.

By default, Forms do not have defined permissions, which means Forms are available to everyone. Form permissions have no impact on who can view or edit the Form in the Self Service Designer.

Follow these instructions to add Form permissions.

1. Click the Save As button in the top bar or the three dots in the Form tab.
2. In the Permissions table, choose whether to select the Type, User, or Group in each line – which displays a list of all users/groups in the Login section of Resolve Actions Express.
3. Select who you want to be able to see the Form, and click Save.