With Advanced Permissions, you can limit what parts of Gravity Forms users can access on a per-form basis.
Setting Up Your First Ruleset
- On the form you want to add permissions to, hover over the Settings link (found either in the Forms List or in the toolbar when editing a form) and click Permissions.
- Click the Click here to create your first permissions rule. link to add your first rule.
- Select who you want to target with this ruleset: certain user roles or specific users.
- Select one or more users/roles in the Rule Target drop down.
Determine how each capability should be applied to the targets.
Each capability has three possible states.
— Disabled (Red) – The user will be unable to access this feature.
— Inherit (Grey) – The user’s access to this feature will use what’s already set for the role.
— Enabled (Green) – The user will be able to access this feature.
That’s it! Your ruleset is setup. Any changes you make are automatically saved, so don’t worry about having to click a submit button for the permissions to apply.
If you’d like to go beyond a single ruleset for a from, check out our documentation on setting up multiple rulesets.