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Configuring Form Groups and User Access in Tracker BI
Configuring Form Groups and User Access in Tracker BI
Introduction: This guide provides instructions on how to configure form groups and add them to users for the purposes of sending the appropriate disclosures via the Tracker BI app.
Change Log:
Date | Changes |
---|---|
June 2020 | Comprehensive documentation about Tracker BI |
Audience: Docupace admins
Functionality:
Tracker BI: Tracker Bi is a app that allows users to track and manage disclosures and conversations with potential and existing investors.
Forms Groups: This domain allows admins to manually group together a set of forms to connect them in the system.
Forms Matrix: This domain allows admins to control which forms are bundled for delivery.
User Access: This domain allows admins to manage the types of content users have access to.
Step 1: Connect forms to the Request Type.
Step 2: Create a new Forms Group.
Step 3: Connect the Form Group to Individual Users.
, multiple selections available,
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