Managing Mandatory Recipients

After you've published a Form to the Admin Portal, you may want to manage who receives Sent Form Emails from Field2Base. This guide will show you how to choose Mandatory Recipients for a published Form using the Field2Base Admin Portal. Follow the steps below.

1. Log in to the Field2Base Admin Portal
2. Navigate to Admin > Forms
3. Click on the Select an Action button next to the Form you want to edit Recipients for
4.  Choose "Edit Repicients" from the drop-down

Once on the Edit Form Recipients page, specify Sender and Desired Recipients 

1. Use the Select Sender Drop Down Button to either:
   • Select All Users to apply the same mandatory sending rule to everyone that sends Forms for your Company (default)
   • Select and individual User that has separate sending preferences from all other Users
2. Use the Select Mandatory Recipients Drop Down Button to select one or several recipients. These Recipients will always receive a copy of Sent Forms whenever they are sent by the User or Users in the Select Sender Drop Down.
3. This should populate a list of selected Recipients in the box below. To remove Recipients from the box, click their name to highlight them, then click the Remove Selected Button
4. Click Submit to finalize changes, or Return to Form List to discard changes.

Congratulations! You've customized the Mandatory Recipients for your Form!