User Management |
|
|
Only a supervisor can create users. This can be done with the button "User management" at the bottom of the forms overview.
The supervisor may allow users to create new forms or to modify their personal data. |
 |
|
|
|
|
|
Template form |
|
You can specify a form to be used as the global template form. For each user you may specify a specific template form. This form will become the basis when a new form is created. You can setup a specific layout for the form, specify default settings and have certain form items be part of the template form such as your company logo. When a new form is created Formdesk will actually copy the template form. |
|
|
Permissions |
Supervisor:
The owner of the Formdesk account. The supervisor is always able to grant and remove permissions of any user of any form.
The supervisor is not listed in the user management section. The supervisor was created when the account was created. The supervisor details can be found at the account details (accessible through a button at the bottom of the forms summary). |
|
|
Form owners:
Form owners are users who created a form or have been assigned as the owner of a form by the supervisor. They are able to grant and remove permissions on the forms they own.
|
|
|
Regular users:
Every other user is able to perform the tasks according to the permissions given by the supervisor or the owner of the form. They can never be allowed to create new users or to change user permissions.
|
|
|
Remarks:
A user can be form owner of one form and have limited rights on another form at the same time.
The forms overview shows only the forms to which the users have been given permission.
|
|
|
Granting permissions to a form |
|
|
To grant permission to a form, click the icon next to the form on the forms summary screen and select "Edit user permissions". This will open a new window, as illustrated on the right.
The owner of the form will be able to create new users this way but, other than the supervisor, will not be able to grant a user permission to create new forms.
|
 |
|
|
Restrict view with preset filter |
|
|
By applying a pre-set filter to a user, you can limit the results that the user may view.
If columns are specified for the filter the user will not see the answers to certain questions. You can, however, specify that when an entry is opened the answers to all questions should always be shown. You'd do this if the filter on columns was made for a more clear view of the results rather than to protect those answers from the user. |
 |
|
|
|
Logging in |
A user can only login to your account using your Formdesk domain. The direct URL is based on the following: www.formdesk.com/your_Formdesk_folder_name.
This name was registered when the account was created and can be viewed by clicking the "Edit account details" button on the forms summary screen.
|
|
|
Userlist |
|
You can provide your form with a 'Users list' from which the visitor of your form can choose a user. This is typically useful when workflow messages are used for which the email message must be sent to the manager of the applicant. The manager will then not only receive the workflow message but will also be able to review and supplement the form from within the results overview. |
|
|
Remarks |
|
Anyone who has permission to change a form is also able to view its result entries, for instance, by using the "Publish results" option.
If at least one form is assigned to a user by the supervisor, therefore making him the form owner, then a new column will appear on the forms summary screen, which displays the owner for each form.
If a user has permission to a single form only and only to the results of that form, Formdesk will automatically redirect to the Result Summary on login.
|
|
|
|
|
|
|
|