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Who Can See Submitted Forms

Written by TJ Hoffman

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.

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

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

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