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Delegated eForms

Warren Chan
Updated
Have you ever wished you could give a staff member (teacher or group leader) administrative access to a specific eForm without having to give them full administrator privileges? Now you can, by using the Assign/Delegate Staff function. 
NOTE:
  • Assign – Gives staff access to view student details and submitted responses for this eForm in Operoo Central or Forms Hub.
  • Delegate – Gives staff full editing access to this eForm in Operoo Central or Forms Hub, including full control over who the eForm is sent to and access to all submitted responses.

For example, you might want to give a teacher full administrative access to an eForm so they can edit the eForm, view all responses, respond on behalf of parents, export data, and so on, just like an administrator.

When creating or editing an eForm, administrators can 'delegate' the eForm to a staff member.  This gives the staff administrator access to the eForm, allowing complete control over who the eForm is sent to and its responses.
To delegate an eForm, edit the eForm and click on the Assign/Delegate Staff
Next, type in the staff name in the search box and click Delegate

The eForm is now delegated to the staff

Staff can view their Delegated eForms via Operoo Central by clicking eForms>Delegated eForms
 
 
Staff will have administrator access to eForm and its responses

When staff create eForms from Operoo Central, they are automatically assigned and delegated to the eForms they create.

Delegated access allows a staff member to view all responses. For example, if the entire school has completed the form, that staff member will be able to see every response.

How to Assign/Delegate an eForm from the Forms Hub

  1. From the left-side menu, go to Forms Library

    CleanShot 2026-03-20 at 08.32.17@2x.png

  2. Locate the form you want to edit, and scroll to the right until you see the Action column, and click Edit.

    CleanShot 2026-03-20 at 08.58.35.gif

  3. From the left-side menu, choose Assign/Delegate Staff

    CleanShot 2026-03-20 at 09.00.15@2x.png

Locating eForms Assigned or Delegated to You

  1. Access the Forms Library from the Forms Hub

  2. Use the Access Filter to find eForms that have been Assigned or Delegated to you

    CleanShot 2026-03-20 at 09.04.49.gif

  3. Additional options appear in the Actions column (scroll all the way to the right) when eForms are assigned or delegated to you. 

    • A delegated eForm displays a pencil icon (label a) for editing.
    • While an assigned eForm displays a people icon (label b) for viewing responses. 
    • You would see both icons if you are delegated & assigned. 
    CleanShot 2026-03-20 at 13.51.54@2x.png

If you have any questions or require further assistance, please contact our support team!

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