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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Set Up Data Manager

  • Updated:

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.

 

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Account Settings

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

 

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Configure General Settings

  1. Navigate to the Data Manager tab
    Data manager.
  2. Configure settings on the Summary tab
    Data manager summary.
    • 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
    Save button.

 

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Add Users

  1. Navigate to Data Manager
    Data manager.
  2. On the Managers tab, click the + Add User button in the bottom right corner
    Add user.
  3. Enter the Email Address of the new app user
    Email address.
  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
    Add groups.
    Note: An app user can be assigned to multiple groups.
  5. Click Save
    Save user.
  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
    Email example.

 

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Assign Forms to Groups

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

 

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