People Resources

Form Permissions

Purpose

Security is the most significant part of any HRMS system. Defining which forms and records users can access is fundamental to an HRMS security. You can define access permission to your users for each form, field and action. Zoho People allows you to configure permissions for individual form records based on the roles. You can give access permissions to your employees like view, add, edit and delete. Only employees(role-based) who have the specific access permissions will be able to perform add, edit, view & delete operations in a form record.

Configure Form-Level Permission

There are four levels of form permissions:

  • View – view records of the selected form
  • Edit – edit records of the selected form
  • Delete – delete records of the selected form
  • Create/Add – create records of the selected form

To configure the form level permission:

  1. Log in as Administrator.
  2. Click Setup > Permissions under Users & Permissions > Form Permissions.
  3. Select the form from the drop-down list.
  4. Click the respective role for which the permission has to be set.
  5. Click and configure View, Edit, Add & Delete record permissions for the selected role.

Configure Field-Level Permission

Generally, a form will have multiple fields. In Zoho People, you can even restrict user access to specifc fields in a form record. You can set Only View or Both View & Edit permissions for your employees.

To configure the field level permission:

  1. Log in as Administrator.
  2. Click Setup > Permissions under Users & Permissions > Form Permissions.
  3. Select the form from the drop-down list.
  4. Click the respective role for which the permission has to be set.
  5. Click Edit under Field Permission.
  6. Click to enable Only his/her data or Subordinates & his/her data or Everyone's data or Allow editaccording to the need.

Configure Action Based permission

Import data, Export data and Embed form are form actions and the administrator can set permission for the defined roles.

To configure the action based permission:

  1. Log in as Administrator.
  2. Click Setup > Permissions under Users & Permissions > Form Permissions.
  3. Select the form from the drop-down list.
  4. Click the respective role for which the permission has to be set.
  5. Click Edit under Action Permission.
  6. Click to enable Import, Export and Embed Formsas required.

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