How to Add Users to Custom Forms - WebTMA 7

Path: Admin > User Management > Records (or Groups) / Window Access Tab–Custom Window Access Section

1. Go to the desired User or Group record.
2. Click Edit on the WebTMA toolbar.
3. Click the Window Access Tab.
4. Scroll down to the Custom Window Access Section.
5. Click the line arrows to locate your Custom Form.
6. Select the appropriate User-Level or Group-Level.
7. Click Save on the WebTMA toolbar.

Reminder: Be sure to log out of WebTMA and log in again to invoke your changes.

Want to Learn More?

Visit the WebTMA Help Page