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  1. Navigate to the Form Permissions page.

  2. Click the (blue star) Trash icon next to the permission.

How do permissions work?

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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 When managing permissions, it's important to consider two types of users to keep in mind when managing permissions, the main user, : the primary user and the user they are performing actions for. You can choose from the following user types when setting up permissionson whose behalf actions are performed. For example, User A can act on behalf of User B.

You can select from these user types:

  • Staff

  • Guardian

  • Student

Info

Note: For examples on various user combinations, please visit the Examples section below.

Basic Actions

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There are additional settings for more granular control over your forms. To access these options, please click the (info) Additional Options button located on the form permission.

Option

Description

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.

Info

Note: When the Additional Options icon changes to a yellow alert, this simply indicates that one of the above options have been selected. This does not indicate that there is an issue.

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Conditions

Student Conditions

OptionCondition

Description

Student enrolled in grade next year

When the student will be enrolled at one of the specified grades next year.

Student enrolled in school next year

When the student will be enrolled at one of the specified schools next year.

Student enrolled in grade

When the student is enrolled in one of the specified grades.

Student enrolled in school

When the student is enrolled in one of the specified schools.

Student does not have form

When the student does not have one of the specified form(s) assigned to them. This excludes deleted forms.

Student has approved form

When the student has one of the specified forms approved.

Student has form

When the student has had one of specified forms linked to their account.

Student invited by

When the student uses one of the specified invitation links. See https://intellimedia.atlassian.net/wiki/x/GoCRAQ for more details.

Student status

When the student has one of the specified statuses. See the Student Statuses for more details.

Guardian Conditions

OptionCondition

Description

Guardian has students enrolled at

When the guardian has a student enrolled at one of the specified schools.

Guardian invited by

When the guardian uses one of the specified invitation links. See https://intellimedia.atlassian.net/wiki/x/GoCRAQ for more details.

Staff Conditions

OptionCondition

Description

Staff has role

When the staff member has one of the selected roles.

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List of Student Statuses

Status

Description

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

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