---
title: "Action Center Customization: Control Which Roles See Form Shortcuts on Mobile"
url: "https://help.ontraccr.com/en/article/action-center-customization-control-which-roles-see-form-shortcuts-on-mobile"
language: "en"
last_updated: "2025-05-26T22:09:00.808Z"
---

# Action Center Customization: Control Which Roles See Form Shortcuts on Mobile

## 📄 Action Center Customization: Control Which Roles See Form Shortcuts on Mobile  
 

The **Action Center Customization** settings allow admins to control which roles can see **forms and form submissions** in the **Action Center**—Ontraccr’s mobile and tablet dashboard. This ensures users see only what’s relevant and reduces clutter for field teams.

* * *

## 📱 What Is the Action Center?

The **Action Center** is a **mobile/tablet-specific interface** that acts as a launchpad for:

-   Clock in/out
-   Forms
-   Assigned tasks
-   Daily reports
-   Key shortcuts

It’s designed to streamline user access on field devices.

* * *

## 🎛️ What Can You Customize?

In **Settings → Customization → Action Center**, admins can toggle:

| Toggle | What It Controls |
| --- | --- |
| **Forms** | Whether the user sees the “Forms” shortcut |
| **Form Submissions** | Whether the user sees the “Submitted Forms” shortcut |
| **View Manual Forms** | Whether users can access all favorited/assigned forms directly from Action Center |

> ✅ These settings do not affect form access rights—just the visibility of shortcuts on the Action Center.

* * *

## 🔐 Key Clarification

-   Even if a user **can’t see the shortcut** in the Action Center, they can still:
    -   Go to **More → Forms** to view assigned or submitted forms
    -   Launch forms if they’re favorited or triggered (e.g., via Clock In)

> These settings control interface visibility, not permissions.

* * *

## 🛠 How to Update Forms Visibility in the Action Center

1.  Go to **Settings → Action Center**
2.  Select the role you want to edit (e.g., Field Worker, Site Admin)
3.  Toggle the following:
    -   **Forms**
    -   **Form Submissions**
    -   **View Manual Forms**

✅ Repeat for each role as needed.

* * *

## 🧠 Use Case Examples

| Role | Action Center Access |
| --- | --- |
| Field Worker | Forms + Form Submissions only |
| Subcontractor | Forms only (no submission history) |
| Admin | All shortcuts enabled |
| Guest User | No Action Center access at all (use browser) |

* * *

## 💡 Best Practices

-   📱 Keep it **minimal** for field users to avoid distraction
-   ✅ Enable **View Manual Forms** for users who rely on favorites
-   🧩 Combine this with the **Assigned Users Block** for tight workflow control
-   🔒 Disable shortcuts for roles with view-only or limited access to reduce confusion