I'm trying to create a new form on Laserfiche Forms, but the "Create New Form" is grayed out. When I click on my account, I don't have the System Security page. My system administrator is running into the same problem. Where do we go to set this up and how do we do it?
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Answer
Hi Scott,
Someone who is a local administrator on the server hosting Forms should remote to the machine, open a local browser, and navigate to http://localhost/FormsConfig.
Within that interface, go to the "User Authentication" tab and find the "System Administrator" field. Enter the system administrator's account (in domain\username format for an AD account), and Save.
Have the system administrator log out of any Laserfiche Forms sessions they might have open and then log back into Forms. They should now have the "Administration" option when they select their account in the upper righthand corner of the interface. From there, they can grant you or an appropriate group the "Process Creator" role. You'll likely need to log out and log back in for that change to take effect.
Hope that helps.