Assigning Roles to a Form

Before a form is displayed on a technician’s device, roles must be assigned to the form. Be sure you’ve set up all the roles needed for a form before you begin.

1. Open the form for which you want to assign a role. 
2. On the toolbar, click (Access), then click Roles.
   
3. In the Assign Roles window, mark the roles you want to assign to the form.
4. Click Save.