The Data Manager App gives non-platform users the ability to view, filter, sort and download submission data. 

For platform users, we also have a Data Manager built into the platform. For more information on the platform view of Data Manager check out the article. 

Set up Data Manager App

To start setting up your app, select the Data Manager tab: 

Summary

Similar to other solutions the summary tab allows you to style and customise your app.

Details - The title and tagline of your app, appear on the login screen and in the banner of the applet. 

Colour Theme - This allows you to customise the Primary and Accent colours for your app. 

Logo - This is the icon used for the app, it will appear on the login screen and in the banner of the app.

Managers

Here you can add, remove and filter your Data Manager mangers. A manager must be added to this list before they can use the Data Manager applet. Mangers are assigned to groups, these groups dictate which forms they have access to. You can create a new group by adding a new member or modifying an existing one and adding a new group in the group input. 

Once a manager is added they will receive an email with a temporary password. They will need to use this to login before setting a new password. 

Groups

The groups menu allows you to assign forms to your groups. Click the Add Form drop down and select from your forms list. Both forms and mangers can be added to multiple groups. When a manager opens the Data Manager applet they will only have access to the forms assigned to their group(s). 

Data Manager App

You can open the Data Manager applet using the open solution button on the solution page of the console, or using the URL on the summary page. Once logged in managers will see the submission data of the first form they have access to. Managers can change which form they are viewing using the drop-down in the top left of the screen. 

From here the Data Manager applet operates the same way as it does in the LcS platform. Managers are able to view, sort, search and download submissions. For more information on the functionality of Data Manager check out this article. 

Multi-Factor Authentication (MFA)

Multi-factor authentication (MFA) or two-factor authentication (2FA), is a best practice that requires a second authentication factor in addition to a user name and password sign-in credentials. We strongly recommend enabling MFA to enhance your account security. 

To enable MFA, navigate to the Preferences screen in the Data Managers app then select the profile icon in the top right corner of the screen.

Then select Preferences:

Select Setup MFA:

Authentication uses an authenticator app like Google Authenticator or Microsoft Authenticator to generate one-time passwords. Follow the steps included in the MFA set-up to configure your authenticator app and start using MFA to securely log in to the approval platform.

Upon completion, the Multi-Factor Authentication (MFA) configuration should display as enabled.

Require MFA

Requiring MFA ensures all Approvers must have MFA configured. To enable this option, it is located in the Managers tab of the Data Manager Menu. Please note that to configure this setting you will need to have the App Users: Manager permissions, and to disable this setting you will need to contact support. 

Getting Help

If you need any assistance with Data Manager please reach out through the Report Issue menu or email [email protected].