Project Team User Settings with Video

Project Team User settings

In the Project Team tab, there is a User Settings control. Click the User Settings, and a list of the different forms
appears with check marks. This provides the prime consultant with the ability to "turn off" certain forms and information. Similar to ACAD, check mark indicates that the selected form is visible, no check mark and the selected form is not visible to that team member. Each user can have different settings,only able to view certain forms. It should be noted that the Prime Consultant has no user settings, because they have the ability to see all parts of rform at all times.

Project Team User Settings

1. Navigate to your Project and then Project Team.
2. Click on a User's Settings text link.
   
3. A pop up opens with the ability to edit the privileges of a User.
   
4. The Account Manager or Prime Consultant can manage the privileges of members of the Project Team by using these check boxes if desired.  
5. To allow the viewing of the area of an RForm account place a check mark in the box and click the Save button.  To hide an area of an RForm account uncheck the box and click the Save button.

RForm Project Team User Roles

Please note that the following Roles are hardcoded into each role within your RForm account so these actions can't be changed via the User Settings of an individual. 

The actions listed in this table can't be changed by modifying the User Settings privileges. This table can be found here: https://rform.freshdesk.com/support/solutions/articles/153000225016-user-roles-settings-and-actions