Add a Playbook at the Project level to an existing Project. Please contact support@asite.com if you need help completing this step.
Filter through the projects and choose the project you need to work on.
In the "Projects" area, navigate to the area where you can assign form permissions.
Depending on the view, you can do it by clicking on the cog icon:
or by right-clicking on the project name:
Next, filter by the form name "IMS Dashboard" to manage permissions for specific roles. For additional guidance on assigning these permissions, refer to this article. Finally, click "Save".
Next Article: Access the Playbook