Team Leaders will have the ability to edit applications as soon as they are added to the portal, however - Team Members can also edit applications provided the relevant permissions are enabled for them. (To edit a Team Member’s permissions, skip to part 2 in this article).
- View applications to edit applications
Navigate to the Forms tab and click on ‘Complete’ to show all Completed applications:
Click ‘View’ on an application to see all responses and details:
A pop-up will appear on the right side of the screen. In the pop-up, you will see ‘Edit Application’:
Once you click this, the Form will open up on-screen, and you will be able to edit/update the answers on the Form. To save your changes, click on ‘Next’, then click on ‘Submit’.
N.B. Should you wish to convert the application back to Draft so that the Applicant can edit their application themselves, please see the article 3.07 Sending an Application back to Draft for more information.
- Setting up the relevant permissions for a Team Member
To enable the ‘Edit Application’ setting on a Team Member’s permissions, navigate to the Team section on the portal, and click on ‘Manage Account’ beside the Team Member’s name:
Next, click on the Permissions tab, and you can enable the ‘Edit Application’ permission at Account, Form, or Folder level:
The setting you need to look for (in either Account, Form, or Folder), is labelled ‘Edit Application’, and you will need to select the relevant setting from the Dropdown option, then click ‘Save Permissions’: