Enterprise Admin Console

July 12, 2022

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 the 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.

Enterprise My Forms Open 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

The 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 Console 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, and Views tiles on the right panel are clickable, so feel free to also check graphs for server views and form counts.

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

Admin Console Dashboard Table

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 the Users tab speaks for itself. All users of an Enterprise server are listed here with quick access to user history and profile configuration.

Admin Console Users Tab

Search and sorting options are in place as well. You can create a new user, delete one or several existing users, and change the admin or user permission level.

How to create a new user

To add a new user:

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

Afterward, fill in the 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

To delete a user:

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

How to update settings, type, and profile information of a user

To edit a user:

  1. Go to Admin Console.
  2. Select the Users tab.
  3. Open the particular user’s menu and select Edit User.
Admin Console Edit User

This menu allows you to change the profile details of a user like full name, title, and username, or change the type of account to Admin or User. Also, it is possible to lock or 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

To view a user’s logs:

  1. Go to Admin Console.
  2. Switch to the Users tab.
  3. Select User History from the particular user’s menu.
Admin Console User History

Use the dropdowns to filter by time range and actions.

Admin Console User History Filters

Forms

The Forms screen lists all forms available on a server.

Selecting multiple forms allows to delete them at once or to change the owner of selected forms in a few clicks.

Admin Console Delete Forms

There is a menu for every individual form…

Admin Console Forms Menu

which allows you to:

  • View Form
  • Edit Form
  • View Submissions
  • Change Owner
  • Delete Form

With the help of the Download All button, you can easily export the forms list into CSV or Excel file. You can also click the names to review the forms of individual users.

Data

Mostly for country-specific data compliance regulations, it is important to have an option to pull up all submissions of an individual. The Data tab 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. Open Admin Console.
  2. Go to the Data tab.
  3. Click Create New Report.
Admin Console Data Create New Report

Note

The 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.

Admin Console Activity Log Tab

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. Click the Download All button on the top right to download the log. The tabs on the right are operational too, so feel free to use them for a quick switch between logged actions.

Account Settings

On this page you have the following options:

Admin Console Account Settings
  • 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.
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