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User needs access to Workflow forms

You will need to use the Workflow Forms Designer application to set the user with permissions on the relevant Workflow Forms (it is not possible to set the access within Financials)

  1. Log in to **Workflow Forms Designer**, ensuring you select the correct database. When asked to log in to Access Evo, use your own login ID and password.

  2. Select the relevant Workflow Form in the list.

  3. Click Permissions

  4. You will now see a list of your users - highlight the user you need to set with access to the form

  5. Which permissions you set will be defined by the need of your organisation, however, the minimum permission they need to see the form is Active

  6. Once you have set relevant permission levels, click Save.

📌 Note: You will need to repeat this for each form they needs access to, and for each database (if you have more than one database).

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