One of the options you can use in the ‘data center’ is the ‘access management‘ option.
This feature allows you (the form owner) to limit the access to your form/public reports by creating a list of users who are permitted to access. Only the permitted users will have access to the web form. Once a user tries to reach your form, the FormLogix login page will appear instead of the form and the user will need to login in order to access the form.
Steps to limit the access to your form in the form builder:
1- Press on the ‘access’ icon of the relevant form in the ‘data center’.
2- Once the access window opens you will need to enter the users who will be permitted to access one by one (their names and email addresses).
3- When you press on ‘add user’ his name will be added to the users list and a turned on checkbox will appear in the ‘enter data’ column (meaning that you are inviting him to access your form and fill it in).
4- In addition, when you press on the ‘add user’ button an email will automatically be sent to this person, informing him that he was granted access to your form. If this user is a FormLogix user then he will be able to login using his username and password. If the recipient is not a formLogix user an account will be set up for him and he will need to activate it in order to login.
At this point, if you have any public reports/charts they will appear in the ‘public report’ column and you will be able to turn on their checkboxes and send an invitation to view them as well (by pressing on “Send Invitation” after editing the access authorizations). You will also be able to turn off the ‘enter data’ checkbox if you wish, and grant access to view data and not submit it.