Access form templates allow you to define who has access to a form template and what level of access they have, helping you manage permissions efficiently.
Step 1: Open the Forms Templates
Navigate to Forms.
Select the Templates tab.
Step 2: Open Manage Access Templates
Click More within the Templates section.
Select Manage Access Templates from the dropdown menu.
Step 3: Create a New Access Template
Click Create Access Template to begin.
Step 4: Enter Template Details
Enter a name for the access template.
Select the person or group you want to grant access to.
Step 5: Set Access Permissions
Choose the appropriate permission level:
Read and Write — allows users to view and edit the template
View Only — allows users to view the template without making changes
Review the General Access section to confirm permissions are set correctly.
Step 6: Save the Access Template
Click Submit to save and finalise the access template.
Your access form template is now ready to use.
Need Help?
If you have questions or need assistance creating access form templates, use the black chat box in the bottom-right corner to contact the BuildPass support team.