Permissions play a crucial role in determining the access granted to each role during the progression of a form. The following permissions are available:

• View: This permission allows the role to view the form.
• Comment: With this permission, the role can add comments to the form. It also automatically includes the "View" permission.
• Create: Roles with the "Create" permission can initiate a new form. Additionally, this permission includes "View," "Comment," and "Edit."
• Edit: Roles with the "Edit" permission can make changes to the form. It also includes "View" and "Comment" permissions.
• Assign: This permission enables the role to assign the form to other users. It includes "View" and "Comment" permissions as well.
• Approve: Roles with the "Approve" permission can give approval to the form. This permission also includes "View," "Comment," and "Assign."
• Full Access: The "Full Access" permission automatically includes all other permissions, providing the role with unrestricted access.
  
  Note:  The All roles row allows you to select/deselect a permission which will apply to all of the roles under that permission column.

You have the flexibility to choose a customized combination of permissions to provide the necessary access for each role.

The permissions assigned to each form instance are specific and based on the role assigned to it. As a result, different forms within the same project may have varying levels of permissions for certain roles. This allows for fine-tuning access based on the requirements of each individual form and its corresponding role on the project.

Note: If no permissions are set, the iTwin Form permissions will be used as the message indicates in the dialog above.

Permission Overrides

Permissions can be set from two different locations:

• Individual form permission: Click the icon in line with the form definition and select Permissions from the menu. The permissions will apply to the selected form definition only.  
• Bulk form permissions: Select the Form Data Security option in the top toolbar. Permissions set here will apply to all form definitions and will override any individual permissions set.