Question:
I created a Form, and I made sure that it showed up in one of my reports, but why can't our user see it?
Answer:
Forms in SiteMax work with specific user permissions. Even though you've created a Form and shown it in your reports (Safety, Site, Equipment or Company Reports), users need to have the right permissions to access it. To grant permissions, follow these steps:
Navigate to the Team Module: From your dashboard, click on the "Team" module.
Access User Profiles: Within the Team module, make sure you're on the "Users" tab. Select the specific user you want to grant access to.
Manage Permissions: Once you're in the user's profile, go to the "Permissions" tab. Here, you'll find a list of forms available.
Adjust Form Permissions: Locate the form you want the user to access. For that form, you can assign different levels of permissions, such as Unlock, View, Create, Edit and Manage.
Question:
Can I control who sees and uses the forms I create in SiteMax?
Answer:
Absolutely! SiteMax gives you the ability to control form access for different users. By adjusting the permissions associated with each form, you can determine who can see, interact with, and manage the forms you create. This ensures that each user has the appropriate level of access based on their responsibilities and requirements.
Question:
Is there a faster way to apply permissions to multiple users?
Answer: Using Permission Templates
If you have a group of users who all need similar permissions for the form, you can take advantage of permission templates. Here's how:
Navigate to the Team Module: From your dashboard, click on the "Team" module.
Access Permission Template: Within the Team module, make sure you're on the "Permissions" tab. Select the specific "Permissions Template" you want to grant access to.
Manage Permissions: Once you're in a spcific Permission Template (Ex. Admin, Lite). Here, you'll find a list of forms available.
Adjust Form Permissions: Locate the form you want the user to access. For that form, you can assign different levels of permissions, such as Unlock, View, Create, Edit and Manage.
Applying Templates: Once your templates are customized, you can apply them to the appropriate users. This saves time and ensures consistency in permissions.