Why can't a staff member access forms they should be able to see?
Most common causes:
- Missing Standard User role. The Admin role alone isn't enough — Users also need the Standard User role to process form submissions and the Permitting role to access permit submissions. This is the most common oversight.
- Permitting role missing. If permit-related form options are grayed out, the user needs the Permitting role. The "Permitting" role is required to access or process permit records.
- Missing Department Access. Internal users only see submissions for departments they are assigned to.
How to fix User or Role Settings: Admin Settings > User Management > Users > select the user > Roles tab > add the missing role(s).
How to fix Department Access: Admin Settings > User Management > Users > select the user, add needed departments to update the visibility.