Access
To log in navigate to the CivicPlus Console. If you’re not yet registered, you can ask a colleague to add you, start a free trial, or contact us, and we’ll be happy to help. Once you log in, you’ll be taken to the organization dashboard.
Home
This is the dashboard for your organization. The display shows a list of recently updated Forms and Apps as well as some simple analytics. These options are also available from the side menu, on the left-hand side of your screen.
Static Menu
Apps: Create and customize apps for your instance
Forms: Forms are the bedrock of your apps, they can be as complicated or as simplistic as you require.
Submissions: View the Submission History for a form
Data Manager: Data Manager is where you can configure your Data Manager settings, groups, and users
Approvals: The Approvals solution allows you to create approval workflows for your forms
Scheduled Tasks: If you have Task Management enabled for your account you can create scheduled tasks that reoccur daily, weekly, or on a custom schedule.
Advanced Tools
Environments: Environments are used to contain and manage your apps, forms, and info pages. Using environments, you can create separate areas for development, testing, and production.
Lists: Lists allow you to populate select, radio, or checkbox form elements with reusable options.
Lookups: Lookups allow you to create and store a table of contents within Process Automation and Digital Services that can be looked up against in any form(s).
Email Templates: Email Templates allow you to customize the body for your Email and Email + PDF submission events.
Developer Tools
Dynamic Lists: Dynamic Lists are a way for you to populate form selections automatically from a list of items returned from your APIs.
Dynamic Lookups: Dynamic Lookups are used to either populate existing form elements or generate form elements by linking to Process Automation and Digital Services hosted or custom API. These can be incredibly powerful, from pulling information into a form using your CMS to generating entirely custom forms.
Help & Support
Help Center: Access our Help Center
Request Feature: Links to a form where you can submit a feature request
Report Issue: Contact our Support team for assistance
Settings
The Settings menu can be found by selecting Workspace and then Settings.
Account: The Account menu contains a summary of your Profile, Retention Policies, Data Manager forms, and Usage.
Workspaces: Workspaces are used to separate your accounts into specific areas for different groups of users.
Roles: Roles give Team Members access to specific areas and functionality of the console depending on the role they are assigned.
Team Members: On the Team Members tab, you will see a list of current users in your organization. Team Members have prescribed Roles.
Integrations: Set up and configure Integrations between third-party sites or other CivicPlus products.
Calendar Bookings: The Calendar Bookings feature allows people to book time on calendars using a form submission. Calendar Bookings can be used to schedule appointments with internal staff or even book time with equipment or locations.
Developer Tools:
API Hosting: The API Hosting section will display a list of your hosted API endpoints.
Web/CDN Hosting: The Web/CDN Hosting tab will display a list of your hosted custom web apps.
Developer Keys: Allows developers to create their own keys inside the console. Keys can be created for Forms, Web Apps, APIs, and PDFs.
Secrets: Secrets are used to validate the calls that your API receives to ensure they are legitimate.
SDK: The SDK is an open-source SDK designed to allow developers easy access to features.
Auditing: The Auditing section allows admins to view and search logs for all actions within the console.