Assign access permissions to the custom forms

By default, all users have full control on all the custom TotalAgility system forms. You can allow or restrict access to a custom TotalAgility system form for a user.

  1. Navigate to System > Access settings > Custom forms.

    The Access control list - Custom forms dialog box is displayed.

  2. On the Access control tab, click .
  3. On the Name list, select a group or individual to whom to allow access permissions.

    You can filter on individual or group or select the resource from a specific category.

  4. On the Type list, select the type of access permission.
    • Full control : Indicates that the specified user has access to the custom forms and can set and modify access permissions for other resources.

    • Has access: Indicates that the specified user has access to the custom forms.

  5. Click Add. Add access permissions to more resources as needed.
  6. On the Custom forms tab, select Apply ACL for the forms to which you want allow permission.

    By default, ACL is applied for the following forms: ManageResource.form, Processes.form, SecurityRoles.form, and ViewWorkAllocationRules.form.

  7. Click Save.

    At runtime, the selected custom forms are available to the specified users based on the assigned access permissions.