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The basic structure of form assignment is:
- Forms are organized into containers called FormSpaces.
- Users are organized into groups.
- Groups are assigned FormSpaces (and the forms within them).
To assign forms to users, the users must be added to the group that has access to the form.
Under the USERS & GROUPS tab, select Groups.
Select the group the user will be added to.
Mouse over the group name, and select Update.
Under Available Users, select the user that requires access to forms, and move them over to Selected Users.
If the team has multiple FormSpaces, use the arrow button to assign the desired FormSpace to the group.
By default, users have access to Active forms from assigned FormSpaces on their mobile devices.