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7.14. Using Form Security
You can grant specific types of access control to specific security roles for eForms and Document Packages using the Security tab.
About Form Security
Several form-specific roles can be configured. In each of these form-specific roles, you can select which overall security roles (specified at the global level) will have access to the form-specific role.
For example, if you want a role called "newrole" to have "view" access to the form, you tab would appear as shown below.
For more information on creating and configuring global roles, see Managing Security Roles.
Configuring Form Security
The Security tab is used to specify access control to an eForm or Document Package. Several different form-specific roles are available, and for each you can specify usage by any globally defined security roles.
- On the form Admin interface, click the Security tab.
By default, the roles currently granted admin access to the eForm or Document Package are shown.
In the following example, the admin and auth-provider-admin security roles have been granted admin access to the form (they are checked). - Determine the form-specific role for which you want to specify global roles access. The following form-specific roles are available:
- admin access. Allows users to edit or delete the eForm or Document Package.
- test access. Allows access to the eForm or Document Package when it is in the test status.
- run access. Allows the user to execute the eForm or Document Package.
- view access. Allows the user to see the eForm or Document Package, but not editing, executing, or deleting is not allowed.
- edit access. Allows the user to edit the eForm or Document Package.
- delete access. Allows the user to delete the eForm or Document Package.
- search access. Allows the user to search for generated eForms or Document Packages.
- view access to all users' documents. Allows the user to view all user-generated documents.
- edit access to all users' documents. Allows the user to edit all user-generated documents.
- If necessary, click the roles entry on the tab to view its roles (the admin access form-specific role is open by default).
In the following example, the edit access form-specific role has been clicked. - Using the corresponding check boxes, select the global security roles that will have the selected access role in the form.
In the following example, the admin and form-admin roles have been given edit access to the eForm. - When you have completed assigning global security roles to the eForm or Document Package's roles, click save at the top of the Admin interface.