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How do I set a form as a Guest Form? (Role-Based Permissions)
How do I set a form as a Guest Form? (Role-Based Permissions)
Updated over 3 months ago

Guest Users may only perform data entry for a certain number of forms in your site. Follow the steps listed below to learn how many Guest Forms are allotted for your site and how to establish a form as a Guest Form.

Step 1: Navigate to your settings

In the Administrator view, expand the Workflow Station category in the navigation bar and select 'Apricot Settings'.

In the User Licenses section under Guest Forms, you'll find the number of Guest Forms allotted for your site. If you're interested in increasing this limit, please reach out to the Account Management team here for more information.

Step 2: Select your forms

Click the dropdown arrow under 'Guest Forms Selected' to view all published forms in your site. If the desired form is missing, navigate back to the form and make sure it has been published.

Select the name of the form you want to give Guest Users access to. You may repeat this for however many dropdown fields you have available.

Note: Setting a Tier 2 Form as a Guest Form requires its associated Tier 1 Form to be set as a separate Guest Form as well.

Step 3: Save your settings

In the Apricot Settings palette, click Save Settings to confirm your changes.

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