Overview
For each library in your account, you have the ability to assign and remove users. This gives you better control over who has access to your different form sets.
Libraries are a way for you to organize your forms into related groups for only specific users to access. For example, you could create a Maintenance library that will hold all maintenance-related forms. You could then assign only maintenance personnel to this library, which would give them exclusive access to these forms.
Assigning only relevant users to specific libraries is a great way to help keep your data secure and prevent unauthorized access. On the other hand, if an employee leaves your team or no longer needs access to certain forms, you can simply remove them from the library to revoke their access.
How to Assign and Remove Users in Libraries
Note: Only the Librarian and Admin roles have the ability to assign and remove users in libraries. Learn more about user roles.
- In the Portal, go to Form Sharing > Libraries from the left navigation menu.
- Select the Manage button in the top-right corner of your desired library. Then, select Users.
- You now have the option to assign or unassign users to this library.
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- To assign a user, select the green + Assign Users button. Then, locate the user you wish to add and select Assign next to their name.
- To unassign a user, select the red Unassign button next to their name.
When you're ready, select the X Close button and your changes will be automatically saved.