Set a customized Transaction Form (like an Invoice) to be viewable by certain role

This may be in the discussions already, but I could not easily locate.  If you'd like a certain role to view a certain customized Transaction form, regardless of which transaction form was used to save the transaction, how is that set up?  I've customized a transaction form, then under the Roles tab, check the Preferred box beside the role.  The Store Form with Record was checked (now I've unchecked it) on the preferred form for all other roles, so possibly now that I've done the above, this role with the new customized preferred transaction form may only be able to