Set Up Data Manager

Data Manager gives users the ability to view, filter, and download submission data for a form in CivicOptimize. This article walks through how to configure and use the Data Manager solution. Users who are not CivicOptimize 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

1. You will first need to set the Submission Data Retention Policies for your account
   
2. Choose the forms to enable Data Manager on
   

Return to Article Navigation

Configure General Settings

1. Navigate to the Data Manager tab
   
2. 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 512px in size) 
   • Advanced Styling: Customize the CSS for the app
3. Click Save to save any changes
   
   

Return to Article Navigation

Add Users

1. Navigate to Data Manager
   
   
2. On the Managers tab, click the + Add User button in the bottom right corner
   
3. Enter the Email Address of the new app user
   
4. 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.
5. Click Save
   
   
6. 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
   

Return to Article Navigation

Assign Forms to Groups

1. Navigate to Data Manager
   
   
2. On the Groups tab, view the groups that were added to Manager users
   
3. Select the Add Form drop-down on a group to assign the forms the group has access to view Submission Data for
   
   
   Note: Forms that have Invalid Form Elements will be grayed out and cannot be selected.
4. Click Save
   
   

Return to Article Navigation

Related Articles

• Launch the Data Manager Applet
• Enable Data Manager on Forms
• Configure Submission Data Retention Policy