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Basic Permissions
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Option
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Getting Started
Preliminary Step
Ensure you have the "Form Edit" permission before proceeding.
Finding Form Permissions
Begin by editing a form.
Click the "Permissions" button located at the top of the page.
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Adding a Permission
Navigate to the form permissions section.
Click "Add New Permission".
Choose who the permission applies to and what actions you'd like them to be able to perform.
Click the
Ok button to confirm your changes.Click the 💾 Save button to save these permissions to your form.
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Removing a Permission
Navigate to the Form Permissions page.
Click the
Trash icon next to the permission.
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How do permissions work?
Permissions at their core can be broken down into two fundamental aspects: the users and the actions available to them. With this in mind, you can configure various combinations of permissions to effectively manage who, what and when actions can be performed on your form.
Users
There are two types of users to keep in mind when managing permissions, the main user, and the user they are performing actions for. You can choose from the following user types when setting up permissions:
Staff
Guardian
Student
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Note: For examples on various user combinations, please visit the Examples section below. |
Basic Actions
There a couple actions available for selection when a permission is created. These give you basic control over what your selected users can do with a given form.
Option | Description | |
|---|---|---|
Create | Grants the main user the ability to create a form for the specified user. This only applies to Registration type forms. Validation forms are unaffected by this toggle. | |
Submit | View History | Assign |
Additional Options
Date Control
Allow Create Multiple
Allow Edit After Submit
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Grants the main user the ability to submit the form. | |
View History | Enables the user to view forms assigned to them but not created by them. For instance, if a guardian creates a form for a student, and the student has permissions (view history), they can see the form created by the guardian. |
Examples
Permission | Actions | Outcome |
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Guardian for Student | Create and Submit | Grants the guardian access to create and submit forms on behalf of a student. |
Guardian for Guardian | Create | Grants the guardian access to only create a given form that is not linked to a student. |
Student for Student | View History | Grants the student access to view the form. |
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Additional Options
There are additional settings for more granular control over your forms.
Option | Description |
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From/To | Designate specific time boundaries for when the permission is granted. The form will only be accessible after the "From Date and Time" and will disappear after the "To Date and Time" (unless the user has existing submitted forms, available for view only). |
Submit after | Date and time when the form can be submitted, which must fall within the specified From/To range. |
Allow create multiple | Allows the user to create multiple instances of the form. |
Allow edit after submit | Allows the user to edit the form until the close time (if set). Fields with the "Review.SubmitOnlyFields" permission will not be available for editing. |
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Conditions
Student Conditions
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List of Student Statuses
Status | Description |
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Active in only SchoolEngage (not in SIS) | |
Active in PowerSchool | |
Connected to PowerSchool | |
Graduated in PowerSchool | |
Imported as historical in PowerSchool | |
Inactive in PowerSchool | |
Inactive in SchoolEngage | |
Preregistered in PowerSchool | |
Transferred out in PowerSchool |