Learn how to set up, adjust or revoke permissions for submissions for a group in the Admin Centre.
Users do not have access to submissions by default. To grant a group access, you need to assign the relevant permissions in the Admin Centre. All members of the group will then receive these permissions automatically.
Creating groups and adding members
The first step is to create a group and add the users you want to grant access to submissions. You can add more members to the group at any time
Click your profile icon at the top right of the screen and then click Admin centre.
Click Groups in the left-hand navigation area and then New group at the top right. A popup window is displayed.
Enter a name for the group and click Create group. The newly created group opens.
Now select members for your group by clicking the names of the user accounts in the drop-down list that is shown.
Specifying permissions for submissions
Once you have created a group and added members, the next step is to specify the permissions for submissions. You can grant access either uniformly for all forms or individually for specific forms.
Open the group for which you want to specify access to submissions.
Specify in the Permissions section for submissions which rights the group should have for submissions.
Setting permissions for submissions from all forms
If you pick Submissions from all forms, then the permissions that you specify for the form submissions apply to all of your forms.
In the Submissions from all forms area, check the boxes for the permissions you want to grant:
View – View and read submissions
Export – Export submissions as Excel or CSV
Delete – Delete submissions
Automate – Create automations (e.g. automatic deletion or anonymisation)
Setting permissions for submissions from individual forms
If you pick Submissions from individual forms, you have the option of granting separate permissions for your individual forms.
In the Submissions from individual forms area, select the forms for which you want to grant permissions for their submissions.
The forms that you select are listed underneath the drop-down list.
For each form, check the relevant boxes: View, Export, Delete, Automate.
You have now set permissions for submissions from individual forms.
Revoking permissions
To revoke permissions from a group:
Open the respective group in the Admin centre.
Click Assign permissions.
Either uncheck the boxes for View, Export, Delete, and Automate.
Alternatively, remove individual forms from the list to revoke permissions for those specific forms.
Additive permissions when users belong to multiple groups
If a user belongs to multiple groups, all permissions from these groups are added together.
For example, if one group grants view-only access, and another group grants view and export rights, then the user will have both view and export access.
Restrictions only apply if they are not overridden by more permissive rights in other groups.
