Advanced Permissions

Configuring Permissions

• Getting Started

  Advanced Permissions lets you control exactly what non-admin users can see and do in Gravity Forms, on a form-by-form basis — so you can safely give clients and team members access without worrying about them breaking something or seeing data they shouldn’t. Advanced Permissions controls two things: Here’s the short version of how they differ:…

• Setting Up A Form Permissions Ruleset

  Form Permission rulesets allow you to granularly control which parts of Gravity Forms your non-administrator users can access in the WordPress backend. These rulesets allow you to only give your users access to things they can be trusted to access, making your forms more secure and preventing future headaches when that one client decides to…

• Setting Up An Entry Permissions Ruleset

  Entry Permission rulesets allow you to control which entries your non-administrator users can see when they view the entries list for a form in Gravity Forms. This allows you to lock down access to entries for a form users don’t need to see, while just giving them access to the ones they do. This can…

• Using Role Based Conditional Logic

  Advanced Permissions allows you to set up conditional logic rules in various places where conditional logic is supported based on the currently logged in user’s role who is viewing and submitting your form. This allows you to do things like: …and supported in most other locations where traditional Gravity Forms conditional logic is supported. All…

• Setting Up Your Default Ruleset(s)

  As of Advanced Permissions 3.0, you can now set up a default set of form permission rulesets that will be added to each new form your create once enabled. This can save you quite a bit of time and clicks if you’re often creating forms that have the exact same permissions setup needs or similar…

• Setting Up Multiple Rulesets

  Advanced Permissions supports multiple rulesets for each form. Once you’ve added a ruleset to a form, an Add New Rule button will appear below the last ruleset. When multiple rulesets exist for a form and multiple rulesets apply to a user, the capabilities will be merged together in the order they appear to determine final…