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Who Can See Submitted Forms
Who Can See Submitted Forms
TJ Hoffman avatar
Written by TJ Hoffman
Updated over a week ago

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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