This article covers information about Capture, Actionstep's integrated forms add-on that helps you gather prospect and client data. To learn more, click here or contact your Actionstep customer success manager or account executive.
Admin users can set permissions that determine which of your system roles can perform certain actions within Capture. For example, you can determine who can create forms / web forms, as well as manage form submissions.
To do this:
- In Actionstep Practice Management, go to Admin > Users & permissions. The Users & Permissions page appears.
- Click Data permissions on the right side of the page. The Permissions page appears.
- Click the System Role drop-down list and choose the role you want to grant (or deny) Capture access to.
- Click the System Object drop-down list and choose Capture.
- Select the checkbox for the following properties:
- Can Manage Forms and Webforms: Selecting this option allows users in the specified role to create and manage forms and webforms.
- Can Manage Global Submissions: Selecting this option allows users in the specified role to manage form submissions.
- Click Save to save your changes.
TIP: See A Closer Look at Data Permissions (System Objects) for information on the additional settings related to data permissions.
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