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:

• Form Permissions:  what a user can access and edit in a form’s settings, fields, notifications, confirmations, and add-on feeds
• Entry Permissions: which specific entries a user can see once they have access to a form

Here’s the short version of how they differ:

	Controls	Example
Form Permissions	Which parts of a form’s setup a user can view or edit	Let a client edit notifications but not delete the form
Entry Permissions	Which individual entries a user can see	Let a sales rep see only entries assigned to their region

Form Permissions

Form Permission rulesets control access to a form’s settings, fields, and add-on feeds inside the WordPress admin.

For example, you can give a user with the Editor role access to view form entries, edit notifications, and manage feed settings for one specific add-on while blocking everything else on that form.

For step-by-step setup instructions, see Setting Up A Form Permissions Ruleset.

Entry Permissions

Entry Permission rulesets use conditional logic to control which specific entries a user can see for a given form.

This lets you give a non-admin user access to a form’s entries while limiting them to only the entries relevant to them — keeping sensitive data more secure and cutting down on clutter for users who only need to see their own submissions.

Before you start: Entry Permissions rulesets require a Form Permissions rule that grants the user or role the View Entries capability first. Without it, they won’t be able to access the entry list at all — so set up a Form Permissions ruleset first if you haven’t already.

For step-by-step setup instructions, see Setting Up An Entry Permissions Ruleset.