Setting Actionstep Capture Permissions (Admin)

Modified on Mon, 13 Oct at 3:42 PM

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:

  1. In Actionstep Practice Management, go to Admin > Users & permissions. The Users & Permissions page appears.
  2. Click Data permissions on the right side of the page. The Permissions page appears.
  3. Click the System Role drop-down list and choose the role you want to grant (or deny) Capture access to. 
  4. Click the System Object drop-down list and choose Capture
  5. 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. 
  6. 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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