Rebekah Garner
Articles
Votes on activity by Rebekah Garner
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User Reports
Reports allows users within a Group to view submission data by template within a specific period in a rollup table. Users can select a specific template, user, and date range and download the data ...
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Profile Settings (User Profile)
On the Profile Settings page, users can make updates to their profile settings including title, location, and profile image. Users can be taken to the Claravine Knowledge Base for support documenta...
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Organization Settings
On the Organization Settings page, Administrators can make changes to the logo image in the upper left corner of Claravine and the name of the organization. You must have the correct permissions...
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Submissions: Create, View, and Edit
Use this article to manage submissions. A submission is a draft of new data to add to a dataset (following the data standards defined in a template) that must be validated and approved. Create a Su...
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Organization Reports Overview
Claravine provides detailed, in-platform reporting on users and submissions allowing managers and administrators to see specific details on user submissions, submissions per template, and overall u...
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Accounts Overview
Administrators and Managers with Account-management permission can create a connection between Claravine and another account or platform. An Account will use an API connection to pull data into Cla...
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Users Overview
Administrators and Managers with user-management permissions have the ability to add new, edit, and delete users, assign users to groups, and modify permissions on this page. Viewing Users To v...
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Templates, Groups, Users
Groups are instrumental to establish user permission to the appropriate templates. Users will be able to see submission data for anyone within the group they are assigned to. This concept is import...
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Folders Overview
Administrators and Managers with folder-management permission can combine templates together in Folders. For example, an Administrator can associate a Facebook template, a Twitter template, and a L...
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Groups Overview
Administrators and Managers with Group-management permission can assign a template or folder of templates to an individual user or a multiple users on the Groups page. Adding users to Groups gives ...
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