Data Manager gives users the ability to view, filter, and download submission data for a form. This article walks through how to configure and use the Data Manager solution. Users who are not team members can be added to the Data Manager app in order to give them access to view and download submission data for a specified group of forms.
Account Settings
You will first need to set the Submission Data Retention Policies for your account
Configure General Settings
Navigate to the Data Manager tab
Configure settings on the Summary tab
Details: The title and tagline of your application that will be displayed when opening your app, as well as the link to open your Data Manager App
Email Sending: This is the email address that will be used to send emails to the data managers
Color Theme: This allows you to customize the Primary and Accent colors for your application
Logo: Upload an image to use for the application (The image should be 512 px in size)
Advanced Styling: Customize the CSS for the app
Click Save to save any changes
Add Users
Navigate to Data Manager
On the Managers tab, click the + Add User button in the bottom right corner
Enter the Email Address of the new app user
If desired, add Group(s) for the user by typing the name of a new or existing group in the box and clicking Enter
Note:
An app user can be assigned to multiple groups.
Click Save
Once added, your managers will receive an email with a link to the App and instructions on how to create an account to log in
Assign Forms to Groups
Navigate to Data Manager
On the Groups tab, view the groups that were added to Manager users
Select the Add Form dropdown on a group to assign the forms that the group has access to view Submission Data for
Note:
Forms that have Invalid Form Elements will be grayed out and cannot be selected.
Click Save