Use Case Examples

HR departments can create a form with the personal information of employees, and restrict access to authorised personnel only.
Sales departments can create a form to track sales performance and grant access to team members only.
Training departments can create a form with training materials and grant access to enrolled trainees only.
Customer support departments can create a form to collect feedback and grant access to responsible team members only.

Step-by-Step Guide:

Contributors are default Users who have access to the platform as non-Administrators. They are typically respondents to forms.

Anyone who creates a record (response to a form) or has a record shared with them will automatically become a Contributor to that record.

Form Access Settings:

Configure who can manage forms and records, and how:

Go to the Settings tab in the form builder of your current form design.
Scroll down to the table within the 'Access' section.
By default, Administrators have fixed access to all actions, as indicated by the check marks, while Contributors are given default access to edit and submit records only. You can update Contributor access by de/selecting the checkboxes.
If you need to grant different permissions to other User Groups, simply click the plus button (+) to add a Group.
Hover over the "i" icon to learn about each permission, then select the relevant checkboxes to configure Group permissions.
Your changes autosave in Draft mode.
Publish your form to send updates live.

Configure who can view and edit form sections:

Go to the Builder tab, and locate or create the section. Select the section or hover your mouse over it.
Click on the settings icon that appears in the top right-hand corner.
Configure the View and Edit permissions for Contributors/each User Group by de/selecting the checkboxes. Keep the checkboxes blank if you'd like the section completely hidden.
Click 'Save' and Publish the form for your changes to take effect.

Remember: In IndyForms, we use the term "records" to refer to form responses. We chose this terminology to align with our focus on compliance.

Whenever you come across the word "record," it refers to the submission of a form with all the required response fields completed.

Our team is available 24/7 to assist. Contact our friendly customer support team via email or chat for help today.