CTM Form Consultants Account Oversight

CTM Form Consultants also known as Admins, when creating forms...

• Please be sure to drag them to the appropriate department folder

• Archive any forms that you will not be using or created on accident

• Please give a title to all forms created - aftertime, having too many “Untitled Form” in the folders will become confusing and hard to manage.

How do you manage user accounts?

• Keep accounts organized

• Maintain a list of who in the department has access

• Ensure that all users are using the system correctly

• Assist users with questions

• Share guidelines and policies (link coming soon) with users

• Create forms for departments if necessary

Who needs an account?

CTM Form Consultants will determine who needs an account by the frequency of forms that the department needs to build/update on a weekly/monthly basis.

Who needs a temporary account?

If Forms Creators only have one or two forms to create.

Who doesn’t need an account?

A Forms Creator who only would be reviewing the data and a form requestor whose need is an app and not a form.

---