This article covers the Accounts menu. The account menu contains a summary of your Profile, your Account, and Usage information. It also includes the configuration for Retention Policies and Data Manager forms. 


Profile


The profile section displays your Team Member details, and the current Role you are assigned.



Account


The account section includes your account name and slug, and the pricing tier your account is on. It also include a link to the OneBlink Feature page, and OneBlink Pricing page. 



Retention Policy


Retention Policies are global and can be set to "Do not store" (default), they can be stored forever, or they can be stored for any number of days. In order to activate a Retention Policy you must agree to store data as per the OneBlink Data Storage Disclaimer. Retention Policies are broken up into 3 categories. 

  • Submission Data - Form data that is submitted when someone completes a form.
  • Draft Data - Form data that is stored when a draft is saved. 
  • Prefill Data - Prefill data is used for approvals, jobs, and any custom pre-filled data.



Form Retention Policy


Submission Data Retention Policies can also be set per form. This allows you to have a global retention policy of 365 days, but a specific form can have a retention policy of "Do not Store". Any Retention Policy duration can be set on a form as long as it is less than the global retention policy duration. Meaning if the Global Retention Policy is set to 7 days the form Retention Policy cannot be set to more than 7 days.




Data Manager Forms


If you have Data Manager enabled for your account, then you will first need to choose what forms you want to use.

Select the add data manager form button and select a form. Once the form has been selected OneBlink will start storing any new submissions in Data Manager. If a form is removed from the Data Manager Forms list, then OneBlink will stop storing the form in Data Manager. This does not affect the storage of data in submission history. 

Form more information on Data Manger check out this article.



Usage


The usage section displays an overview of the account resources being used compared to your account limit. If no limit is shown that that resource does not have a limit for your account. 

  • Public form submissions - Submissions from forms that are publicly accessibly.
  • Private form submissions - Submissions from forms that require the user to login before being able to access.
  • Total App Users - Number of users across all apps in the account.
  • Total Data Manager Users - Number of Data Manager Solution Applet users in the account. 
  • Total Team Members - Number of Team Members who have access to the account. 




Get Help


If you have any question or would like assistance with you Account please contact us via this support portal or email support@oneblink.io. We are happy to assist in any way we can.