How to Manage Users, Forms, and Groups in the Forms Data Processor (FDP)

This page provides instructions for managing users, forms and groups with the Forms Data Processor which stores results from your forms. To use this system, you will need to have proper access. You may request access from your departmental forms administrator, or contact Information Technologies.

Accessing the Administration menu

  1. Log in at

  2. If you have administrative access, the Administration menu will appear. Depending on your access level, you will see any of the following: Manage users, Manage forms, and/or Manage groups.

  3. Click the Admin link at the top right any time to return to this menu.

Manage users

  1. To add a new user, click on lookup and follow the steps on the page.

  2. Once the user has been added, their information will be displayed in the Users currently defined to Forms Data Processor table.

Manage staff access

  1. The next step is to grant the user access to their form(s) so they can view the submitted data. In the Users currently defined to Forms Data Processor table, click Edit under the Action column. This will display the Manage staff access page.

  2. Your newly created form should be listed in the Available Forms column. To access the data, highlight your form and click the right arrow to add it to the User Accessible Forms column.

  3. Make sure to set your Access level for your form. The following options are available.

    • Administrate - User has ability to add, edit or remove forms and users for their respective departments.

    • Update - User has ability to update form only.

    • View - User has ability to view form data only.

  4. Once you have entered all criteria, click Submit form when finished.

  5. You now have the ability to view the form data.

Manage forms

  1. To manage forms, choose a department in the Manage forms for group dropdown.

  2. The manage forms page will display the forms you can manage. To edit a form click on Edit under the action menu. To view a form live, click on the link under the Form ID column.