JotForm User Guide / JotForm Enterprise /

How to Use New Enterprise Dashboard

How to Use New Enterprise Dashboard

If you happen to be an ADMIN user of your company’s Enterprise server, you would probably find it useful to know how your server is doing, how many submissions are being received, how many forms are used on server and how those forms are being viewed by end users. All these options and many others are presented with a new updated Admin Page. It allows to review and manage forms of every specific server user, transfer form ownership from one user to another, add or remove users etc. 

Dashboard 

Dashboard provides a comprehensive view of a Form Usage stats. Here you can review the counts for total submissions, forms and views. A graphical representation is available as well

Graph can be built based on daily, weekly or monthly data


A custom time range can be easily applied from a calendar popup


You can use the buttons on the right to switch between SUBMISSIONS, FORMS and VIEWS


Under the graph all forms are presented in a table view with a search option and Last Submission, Submissions, Views sorting parameters


Form Name and Created by values are clickable, so feel free to review form or owner specific stats


User Management

The title of a User Management tab speaks for itself. All users of an Enterprise server are listed here with quick access to user history and profile configuration. Search and sorting options are in place as well. You can create a new user, delete one or several of existing users, change admin/user permission level


1. To create a new user, click Add New User button at the top right and fill in the following fields


2. To delete users, just select one or several users by marking a respective checkbox left to Name of a user. Afterwards, confirm with a red Delete User button on the top


3. A User Type column of a table runs autosave, you can quickly change admin/user permission level for every particular employee


4. Settings column allows to update a user's profile and account information such as full name, email, username, account type etc. 


In order to check account activity logs, you can go to the User History page. Use the two dropdown filters to set a time range and switch between actions:

- Account Creation

- Logins

- Form Creations

- Form Modifications

- Form Deletions (forms that are moved into a Trash folder)

- Form Purges (forms that are permanently deleted by purging via Trash folder)

- Account Email Changes

- Webhooks Update

- Emails (emails history for all user’s forms)



Form Management
Form Management screen lists all forms that are available on a server. With the help of ‘Download All’ button, you can easily export forms list into CSV or Excel file. 
Name of a User is a clickable value. You can click on it to review the forms of individual users/employees


Form Management panel allows you to transfer form ownership from one user to another one. When you transfer form ownership, a form and respective data is moved from one account to another. 
To move a form, just select one or several forms and proceed with the ‘Move Forms’ button

Other form management options are available for individual forms on the right. These are 
 - View Form (opens a form via direct form link)
 - Edit Form (loads a form in form builder)
 - View Submissions
 - Move Form 
 - Delete Form

Account Settings
At this page you can upload new Company Logo or change Company Name as to your preferences
If you would like to change Domain Address of your server, please request this update from your direct support person via email and we will instruct you on how to proceed

Send Comment