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How do admins create admin/TC-only forms?
How do admins create admin/TC-only forms?

Your data is valuable. Keep it secure from accidental data changes, and restrict access to transaction fields.

Frank Felice avatar
Written by Frank Felice
Updated over a week ago

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Adding or updating an existing form to ensure that agents/ISA's cannot add or modify certain transaction data is accomplished by selecting both the ISA role and the Agent role in the "Restricted From Roles" multi-select box.

Using a multi-select box

The Restricted from Roles field is a multi-select box. To select both ISA and Agent for form restriction, use the following keyboard shortcut:

  • Mac: Command + Click

  • Windows: Control + Click

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