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The users must first be added to the People list as a UWaterloo user or an external user before assigning specific user access. Refer to How to add/remove User user access for more information on how to do so. No rolesneed to be assigned to these users.

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  1. From the administration bar, select Workbench, then select My Dashboard.

  2. Navigate to the Forms List.

  3. Locate the form you want to configure and select the drop-down menu under the Operations column.

  4. Select Settings.

  5. Select the Access sub-tab.

    Screenshot of Access sub-tab

  6. In the Create Submissions section, select who can view and submit the form.

    • Everyone: authenticated and anonymous users.

    • Users who are logged in: authenticated users.

    • Users specified by Active Directory groups: users in specific directories. The Active Directory name entered in the field is case-sensitive and should match the group name in ADFS.

    • Users specified below: specific users, separated by a comma.

    • Users who are logged out: anonymous users.

  7. Navigate to the type of access (View any, Delete any, Purge any, View own, Test) that you want to configure.

  8. Begin to type the user’s name or WATIAM WatIAM ID in the Users field and select them from the drop-down list. Separate multiple users with a comma.

    Screenshot of entering WATIAM ID in Users field

  9. Select Save.