How do I assign a record to a user?
To assign a particular record to a user, please follow the instructions below.
STEP 1. From inside the admin portal, navigate to the Data tab (this is the default tab when logging in).
STEP 2. Click the Page ID for the form where the record resides.
STEP 3. Choose the record (or records) you wish to assign and click Assign Selected.
STEP 4. Choose the user you wish to assign the records to and click Assign.
You will now see that the record is assigned to the user.
PLEASE NOTE: In order for the user to receive the record assignment, three things are necessary.
- The Download Records preference must be active on the device. To turn this on, please following the instructions here.
- The record you are assigning to the user must not already be on the user's device.
- This record also cannot be a lookup record for another form on the user's device.