Deploying forms

Once a form has been created for use in the Interact user interface, the form must be assigned to a role to make it available to the required users. This task can only be carried out by an individual who has Administrative privileges.

1. Click your profile icon to open the Settings page, and then click Roles and permissions.

   The Roles and permissions page displays. See Roles and permissions for more information.

2. Click Create role to create a new role.

   The Create role section displays.

   

   Alternatively, you can use an existing role. Find the role you want to use and click Edit and then update the information as needed.

3. Select the Interact role type and, if applicable, enter a role name and description.

   

4. Select the form that you want the user role to have access to from the Add forms drop-down list.

   You can select more than one form from the list by selecting a form, clicking out of the drop-down list so that it appears below the field, and then selecting the next form from the drop-down list.

   

5. Select the users that will be assigned this role from the Add user drop-down list. The list only displays users who have appropriate privileges, for example, if the role is for Interact, it will only display Interact users and not Hub users.

   

6. Click Save to create the role.

   The new role displays in the Roles and permissions page. It is also now available within the Interact user interface for the selected users, where the role acts as a category.