nVIRO offers a few different options for limiting access to a specific form or submission. This article describes the options available and how they are configured.
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Option 1: Setting Form External User Security Level
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Option 2: Granting access to specific schedules or draft submissions to an External User
Specific schedules or draft submissions can be assigned to an external user. An examples of when this would be useful when an external user, such as a contractor, is only responsible for completing a specific submission and should be prevented from creating or modifying any other submission on a site.
This option requires that the external user is assigned the Viewer role on the selected site. The Viewer role prevents the user from creating or modifying any submission. The external user is then granted access to specific submissions.
Access can only be granted by an external user with site administrator role.
To grant permissions to a specific submission or schedule:
Navigate to the Submissions List for the site. The Assign Users to Submissions button will appear:
If the button does not appear, you do not have rights to assign users to submissions. If the button appears but is disabled, you have rights, but there are no other active viewers on the site to which submissions can be assigned.Click the Assign Users to Submission button. Checkboxes will now appear next to each submission that can be assigned. After checking the boxes next to the submission to assign, an Authorization Queue panel will open.
Select the users to assign or unassign to the selected submission(s) and click Save.
Click Exist Assignment Mode when done.
The Submissions List will now display an Assigned Users column with an icon indicating one or more people have been granted rights to the submission. Hovering over the icon will display the list of assigned users.
