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ATLAS FormBuilder - Adding and editing phase permissions

This document explains how to add phase permissions for security groups for individual phases.

Phase permissions are necessary when building a form because they determine which users have permission to view or edit the content included in a form.  


Depending on the settings, each phase permission controls permission levels of a specific phasecollection, review approval, or archivewhich can then be set to some specific group(s).  

Adding a Phase Permission
When making a form, it could be beneficial to have multiple phase permissions.
To add a new phase permission, you must first select which phase you want the permission to control.  
The gear should produce a drop-down selection of options for each phase.  Select 'Edit Phase/Permissions'.
This option brings up a box detailing the different setting options available to the administrator involving phases and the respective permissions.  To add a permission, select 'Add Permission'.  To edit an existing permission, select the 'Permissions' tab and go to the permission that you wish to change.
 
 
Once selected, a new window containing different options will pop up with a variety of options to set the phase permission.
 
 
Learn more about the options you have concerning phase permissions <HERE>.
 
After you have set up the phase permission to suit your form's needs, select 'Save' to update the changes you have made.  


Keywordsatlas, support, formbuilder, phase, permissions, data, collection, review, approval, archive, settings   Doc ID79900
OwnerHannah P.GroupUniversity of Illinois LAS
Created2018-02-05 14:22:56Updated2023-12-22 15:03:47
SitesUniversity of Illinois Liberal Arts and Sciences
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