Manage Users’ Permission

Learn How to Grant Users Permission to Access Projects

Setting user permission is a great way to ensure that certain projects are confidential. Control how much access users should have in a project; for instance, you can set users to read-only, create, or edit projects.

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How can You Grant Users Permission to Access Projects?

1. Click the My Account tab and select the Users subtab.

2. Click the Assign button on the Editors option to assign Editors. The Add Editor screen opens.
3. Use the user’s first and last names and email address to add an Editor. The email address is mandatory. You can select the following permission:

• Select the For All radio button to give the user permission to access all projects and folders. When this option is selected, you cannot customize permissions on projects.
• Select the Allow create checkbox to give the user permission to create projects.
• Select the Allow folder delete checkbox to give the user permission to delete folders.

• Select the Power user checkbox to give the user advance permission rights, such as revoke or authenticate other applications.
  • These rights grant complete control of the account, for example, managing billing items, changing settings, assigning and deleting users, and more.
  • This article shows the Custom radio button permissions.

4. Click the Next button. The Edit Editor screen opens.
5. Type the name of the project in the Search field to search for a project, if necessary.
6. Give editor permissions as follows:
   • Select the Forms option to give permissions for Forms.
     • Use the checkboxes to set the user permissions as follows per project:
       • Read
       • Write
       • Delete
       • Submit
     • Use the checkbox next to the word (for example, Read or Write) to set the permissions for all the projects.

7. Where applicable, click the Expand icon to open and view a project.

8. Click the Finish button.

The permission types differ for each option:

Folder

Web

Sign

Forms

Survey

Flow

Application Access

Check out these articles for more information on Editors: