- Click the Modules menu and select Forms.
- On the Administration menu, select Form Template Profiles.
- On the top right corner, click the three dots and select New Profile.
- Enter the Title for this profile and click Publish.
- Once the profile is created, go to the Form Templates tab and click Link Additional Form Templates in the top right corner.
- It will display all the form templates that haven't been linked to a profile.\
Check the boxes of the templates you want to link and click Submit.
The forms added to a single profile will share the same alerts and permissions.
Set up alerts for this profile under the Triggers and Automations tab.
- To modify the permissions for fleet users and sub-account users to read, edit, delete, and close the form.
Go to the Permissions tab, click Edit Permissions in the top right corner.
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