Enterprise Admin Console

September 14, 2021

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 Console. 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
›››  Users
›››  Forms
›››  Data
›››  Activity Log
›››  Account Settings

Dashboard

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

Admin Dashboard

We provide controls to set a time range for the graph. Quick filters for Daily, Weekly and Monthly stats are on the right. You can also set a custom time frame using a calendar popup on the left:

The SUBMISSIONS, FORMS, VIEWS buttons on the right are clickable, so feel free to also check graphs for server views and forms counts.

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 you can easily check form or owner specific stats on the graph.

Users

The title of a Users 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.

›››  How to Create a New User:

  1. Go to Admin Console
  2. Switch to User tab
  3. Click Add New User button

Afterwards, just fill in profile information of a new user and save the changes.

Please note that new users are not informed automatically about their new account, so make sure to deliver their login credentials via a secure channel.

›››  How to Delete a User

  1. Go to Admin Console
  2. Switch to Users tab
  3. Select one or multiple users and click Delete button:

›››  How to Update Settings, Type and Profile Information of a User

  1. Go to Admin Console
  2. Select Users tab
  3. Open Settings menu of a particular user and proceed to updating their details

This menu allows to change profile details of a user (Full Name, Title, Username, Password) or change the type of account (User/Admin). Also it is possible to LOCK/UNLOCK* an account there.

*for security reasons an account can be LOCKed automatically due to multiple unsuccessful login attempts or intentionally by a server admin to prevent new logins to that account

›››  How to Review Activity Logs of a User

  1. Go to Admin Console
  2. Switch to Users tab
  3. Select User History in settings menu of a particular user

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)

Forms

Forms screen lists all forms available on a server. Here are the controls for managing multiple (1.) or individual (2.) forms.
  1. Selecting multiple forms allows to delete them at once or to change the owner of selected forms in a few clicks.
  2. There is a menu for every individual form which allows to
    • View Form (opens a form via direct form link)
    • Edit Form (loads a form in form builder)
    • View Submissions
    • Change Form Owner
    • Delete Form
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 user/employee.

Data

Mostly for country specific data compliance regulations, it is important to have an option to pull up all submissions of an individual. Admin Console > Data is the place where you can search personal data in all forms across the organization. An email address can be used as a keyword for a search and you will get a report containing all submissions of an individual with options to review every single submission and delete them all at once.

To create a Data report do the following:

  1. Go to Admin Console
  2. Switch to Data tab
  3. Click Create report button
IMPORTANT NOTE: Data feature is not available on HIPAA compliant servers

Activity Log

Server Admins can now review all actions performed by users. It is possible to get filtered results based on time range, username and actions. Search operations are also supported on the Activity Log page. The following actions are tracked:

  • Logins
  • Forms Created
  • Form Modifications
  • Form Deletions
  • Form Purges
  • Submission Edits
  • Submission Deletions

A consolidated log of server activity can be exported as excel or CSV file. To download the log, click the Download All green button on the top right.  The tabs on the right are operational too, so feel free to use them for quick switch between logged actions. To access Activity Logs do the next:

  1. Go to Admin Console
  2. Switch to Activity Logs tab

Account Settings

At this page you have the next options:

  • Set a Company Logo
  • Set a Favicon (only .ico files are excepted for favicons)
  • Change Company Name as to your preferences
  • Set up Single Sign-On (SSO) integration. Our help guide is available here
  • View the Domain Address of your server. If you would like to connect a custom domain to your server, please request this update from your dedicated support team via email and we will instruct you on how to proceed

To access Account Settings controls, do the next:

  1. Go to Admin Console
  2. Switch to Account Settings tab

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