Setting Default Forms for Roles

You can set default forms for your users by customizing roles and assigning them to your users. This lets you tailor the level of access you want to give to users.

A role is a set of permissions that lets customers, vendors, and employees access specific areas of your data. You assign roles on customer, vendor, and employee records.

By setting a default form for your users you can control the entry and transaction forms they use to enter data. Note that Employee Center roles are given limited access to forms such that only one form is ever made available to this type of role. For other types of roles, in addition to setting a default, you can also restrict access to particular forms.

For example, you can set a custom case entry form as the only form your support reps can use. This maintains consistency in your company and lets you capture the information that is most important for your business.

See To Set a Default Form for Roles for the procedure.

General Notices