This guide requires a user with at least a Form Manager role. If you don't have access to Forms, you can't make the necessary changes.

 

A form is only accessible to Form Managers until they grant a user access to it.


If you give someone access to a form, you will need to send them a direct link to the Build or to the Results page for them to be able to make edits. To access the form, they must currently be logged in. There are two ways that you can give someone the ability to manage the form:

  • Administer Webforms (includes form Building, Submissions and settings), if you do this they have the same permissions as a Form Manager for the one form that you gave them access.  
  • Individual access(ex form only, settings only, testing, result), if you do this their permissions is limited. 


Go to Structure → Webforms → Forms → [ name of form ] → Settings → Access.


Trying to grant access to multiple users?
The user selection field allows you to enter multiple user names by separating them with commas, e.g. jsmith (101), msmith (202).


Administer Webforms

  1. If the person already has Individual only access, you will need to remove them from the form. To do this, go to the permissions that they have, and go to the User field and remove them.

  2. Then go to these sections (one by one) and in the User field for each section, search for the user that you are giving access to. The best way to search for the user is to search for their JHED.  
    The user must have a Drupal account to be given access to a form. If they do not, they need to Create an account by contacting the Web Team.
    • Administer Webform & Submissions (this contains submissions only access plus more)
    • Test Webform
    • Access Webform Configuration
  3. Save the page
  4. Send the person to the Results page link, and remind them to be logged in.


The user will now be able to build out the form as well as access the results. For help building out the form, they can read the article on adding new elements.


Optional individual permissions

Use this option if you only want to give them access to certain parts of the form, use this if you only want them to administer submissions but your want to limit what they can do.  

  1. Go to these sections (one by one) and in the User field for each section, search for the user that you are giving access to.
    The user must have a Drupal account to be given access to a form. If they do not, they need to Create an account by contacting the Web Team.
    • Create Submissions
    • View Submissions
    • Update Any Submissions
    • Delete any Submissions
    • Purge Any Submissions
    • View Own Submissions
    • Update Own Submissions
    • Delete Own Submissions
  2. Save the page
  3. Send the person to the Results page link, and remind them to be logged in.

The user will then be able to access whatever you give them permissions to do.