Set component permissions

Component permissions decide what each role can do with each form component in each state. For every role and state you choose Edit, View or None. Two tools help you set many at once: Apply template and Bulk assign. Both are in the Permissions section of the component page.

Who this applies to

• Audience: Configurators.
• Access required: The View and Edit permissions on the scheme.
• Assumed knowledge: The form has roles and states, and you are adding or editing a component. Refer to Add components to a form.

Permission values

Set permissions for one state

1. In the Permissions section of a component, select a state from the State list.
2. For each role, select Edit, View only or None.
3. Repeat for each state.

Bulk assign a permission

Use Bulk assign when the same permission applies to several roles or states.

1. Under Tools, open Bulk assign.
2. Select the Roles. You can select several.
3. Select the States. You can select several.
4. Select one Permission.
5. Select Assign.

You can still edit any single permission afterwards.

Apply a template

Use Apply template to give all roles and states a standard permission setup in one step. For example, apply a template where editors can edit drafts and viewers can only view submitted forms.

1. Under Tools, open Apply template.
2. Choose a template and apply it.

Warning: Applying a template overwrites the component permissions that you set before, including permissions that you set with Bulk assign.

Constraints and limitations

Related features

• Add components to a form: where the Permissions section sits.
• Set up a data patcher role: grant View and Edit across components.