---
title: Giving Managers Access to Forms
description: Managers can view and edit forms through the aTouchAway® App and Dashboards.  Manager permissions control access to forms.
---

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2. [Resources for Managers](https://info.aetonix.com/resources-for-managers?hsLang=en)
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# Giving Managers Access to Forms

## Managers can view and edit forms through the aTouchAway® App and Dashboards. Manager permissions control access to forms.

For basic instructions on setting Manager Permissions, see the following article:  
[How to set Manager Permissions.](https://info.aetonix.com/how-to-set-manager-permissions?hsLang=en)

The instructions found in this article will deal specifically with permissions for Forms.  

For instructions on making forms accessible in the patient's aTouchAway® App, see [Giving Patients Access to Forms.](https://info.aetonix.com/viewing-and-editing-forms?hsLang=en)

### Setting Form permissions for managers in the aTouchAway® Dashboards

Managers with aTouchAway® Dashboards access can edit Form Permissions by clicking ***Managers*** in the aTouchAway® **Dashboards** under **Patient Management**.  

![](https://info.aetonix.com/hs-fs/hubfs/patient%20mgmt%20managers%20grn-png.png?width=500&height=91&name=patient%20mgmt%20managers%20grn-png.png)

Select the patient who has access to the form (see [Giving Patients Access to Forms](https://info.aetonix.com/viewing-and-editing-forms?hsLang=en) for instructions), and then click the *edit* icon next to the manager's name.  

![](https://info.aetonix.com/hs-fs/hubfs/managers%20page%20patient%20selected%20edit%20grn-png.png?width=500&height=297&name=managers%20page%20patient%20selected%20edit%20grn-png.png)

Scroll down to the Forms section of the permissions window and select the appropriate permissions for each form the manager needs to access.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-24-2024-08-28-02-4017-PM.png?width=500&height=295&name=image-png-Apr-24-2024-08-28-02-4017-PM.png)

There are different permission levels available:

**No access**:  The form will not appear in the Manager's aTouchAway® App.  The Manager will have no access to view this form.

**Read only**:  The Manager can view the form but cannot enter or edit any data on the form.  This is appropriate when the patient completes the form.  

**Read/ Propose change**:  The Manager can view the form and read and edit data submitted on a form.  If the form is to be used by the Manager, this permission level needs to be enabled. 

**Read/ Create own submissions**:  In this view, Managers can limit what they see to their own submissions.  However, they will not see any patient entered data.    

### Setting Form Permissions for Managers in the aTouchAway® App

Manager Form permissions can be edited using the aTouchAway® App if you have **Manage Managers** permissions on your account.  This permission is set in the **aTouchAway®** **Dashboards** under **Patient Management**, ***Managers***.    

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-24-2024-08-29-15-1471-PM.png?width=500&height=301&name=image-png-Apr-24-2024-08-29-15-1471-PM.png)

With this permission, you can edit form permissions in the ***Care Team View/Manage*** page in the aTouchAway® App under **Utilities** when viewing your Managed Patient.  

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-24-2024-08-31-05-8768-PM.png?width=500&height=121&name=image-png-Apr-24-2024-08-31-05-8768-PM.png)

Click ***Permissions*** to view and edit the Manager's permissions.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-24-2024-08-32-15-9563-PM.png?width=500&height=186&name=image-png-Apr-24-2024-08-32-15-9563-PM.png)

Scroll down through the settings to see the **Forms Permissions**.  

![Manager Form Permissions app](https://info.aetonix.com/hs-fs/hubfs/Manager%20Form%20Permissions%20app.png?width=688&name=Manager%20Form%20Permissions%20app.png)

Forms Permissions can be set and saved here in the same way they would be in the aTouchAway® Dashboards.  If you do not see the ***Permissions*** button next to the manager's name, you do not have the **Manage Managers** permission set on your account.  This permission must be set in the aTouchAway® Dashboards.  

### Viewing Forms

See [The Health Overview Dashboard](https://info.aetonix.com/the-health-overview-dashboard?hsLang=en) for instructions on how to view Forms using the Dashboard.

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