This topic describes how to grant the collaborative operation permissions on forms to users.
Background information
Resource permissions include Edit, Manage Own Data, Manage All Data, and Submit Data. where:
Edit: allows you to edit data forms and manage and submit data.
Permission Attributes
Management Permissions
Development permissions
Analyze permissions
View permissions
Private
Specified Members
All workspace members (only members with the data form editing permission)
If you set the Edit Permission property to Private, only users who have administrative permissions can edit the resource.
If you set the Edit Permission parameter to Specified Members, only users who have the management permissions and authorized developers can edit the resource.
If you set the Editing Permission parameter to All Workspace Members (Only Members with the Edit permission on a Form), only users who have the Manage permission and all developers can edit the resource.
Noteindicates that the operation is supported; indicates that the operation is not supported. Manage Data. You can only manage your own data.
The permission to manage all data. For more information, see Manage all data.
The permission to submit data. You can only submit data.
All organization members can be granted the permissions to manage their own data, manage all data, and submit data. By default, organization administrators, permission administrators, workspace administrators, or resource owners have these permissions.
Entry point
When a switchover is performed at theAfter that, you can configure collaborative authorization settings for the specified report resources in the workspace.
Grant a user the permissions to edit a specified form
Developers in the workspace are granted the permissions to edit data forms only if you set Editing Permission to Specified Members or All workspace members (only members with the Edit permission on specific forms).
If a user is granted the Edit permission on a specified form, the user can edit the form when the user accesses the form.
On the Forms page, find the form that you want to manage and click Collaborative Authorization in the Actions column. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.
The following figure shows that Specified Members is selected for Editing Permission and Developer B is granted the Edit permission.
On the Invite to Edit tab, click Copy to copy the URL and send it to the user that is granted the Edit permission.
Grant permissions to manage your own data
In the Private state, you can grant analysts the permissions to submit and manage their own data.
After you grant the Manage Data permission on a form, the user can submit and manage the submitted data in the form when the user accesses the target resource.
On the Forms page, find the form that you want to manage and click Collaborative Authorization in the Actions column. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.
The following figure shows that the Editing Permission parameter is set to Private. Analyst A is granted the Manage Data permission and the Submit Data permission is selected by default.
On the Invite to View tab, click Copy to copy the URL and send it to the user that is granted the Submit and Manage Data permission.
Grant permissions to manage all data
In the Private state, you can grant analysts the permissions to manage all data.
After the Manage All Data permission is granted, the user can submit and manage all data in the form when the user accesses the target resource.
On the Forms page, find the form that you want to manage and click Collaborative Authorization in the Actions column. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.
The following figure shows that the Edit Permission parameter is set to Private. Analyst A is granted the Manage All Data permission. Analyst A is also granted the Manage Own Data and Submit Data permissions by default.
On the Invite to View tab, click Copy to copy the URL and send it to the user that is granted the Submit and Manage Data permission.
