Submitted Forms can be viewed by other users in your account based on their Account, Huddle, and Goal roles. Account Roles supersede Huddle and Goal roles.
Forms can only be viewed after submission, ensuring that data remains secure and accessible only to authorized users.
Account-Wide Access:
Account Owners and Super Admins can see all form Submissions in the Account from Account Settings > Forms > Locations. To learn more about Locations, click here.
Huddle Access
To share or view a form within a huddle, both users must be part of the same huddle. If the intended recipient is not in the huddle, they must be added before the form can be shared or accessed.
Collaboration Huddles
Owners/Creators - Can see all Form Submissions in the Huddle
Members- Can see their own Form Submissions by default. This can be customized in optional settings for a form, for more information on optional settings, click here.
Viewers - Cannot see any Form Submissions.
Coaching Huddles
Coaches- Can see all Form Submissions in the Huddle
Coachees- Can see their own Form Submissions by default. This can be customized in optional settings for a form, for more information on optional settings, click here.
Assessment Huddles
Assessors- Can see all Form Submissions in the Huddle
Assessees- Can see their own Form Submissions by default. This can be customized in optional settings for a form, for more information on optional settings, click here.
Goals Access
Goal Owners- Can see all Form Submissions for their Goals
Collaborators
Viewers - Can see all Form Submissions
Editors - Cannot see any Form Submissions
Evidence - Can see all Form Submissions
Reviewer - Can See all Form Submissions