How does CiviForm work?
Overview of Civiform users and how the product serves them.

The 4 users of CiviForm

Through the Google.org Fellowship, user researchers identified 4 key users of CiviForm:
  • Applicants are residents seeking public services.
  • Trusted Intermediaries are third-parties who help residents navigate the application process and access public services (for example, community-based organizations)
  • CiviForm Admin are government employees who create and manage forms for programs.
  • Program Admin are government employees who review and make decisions about applications.
Read on to learn about the features for each user type. You can also watch a recent demo of CiviForm below:
Product demo in January 2022.

A note on data management & security:

All data is managed by the civic entity and thus their own security and privacy policies apply. For security, CiviForm is built to defend against cross-site scripting (XSS), SQL injection, cross-site request forgery (CSRF), and other common hacking tactics.

Applicant Experience

Expand each heading below to learn more about features for applicants.
Find all benefits programs in one place
Apply online & in your language
Never re-enter the same information on applications

Trusted Intermediary Experience

Residents often turn to local community-based organizations (CBOs) or other third parties to help navigate public benefits programs. These trusted intermediaries are juggling various databases, managing hundreds of applications, and working with several families per day. With CiviForm’s one-stop-shop for your community’s benefits applications, trusted intermediaries have their own accounts to manage their workload from a simple interface.
Expand each heading below to learn more about features for trusted intermediaries.
Apply on behalf of a residents
Manage workload from the Trusted Intermediary Dashboard

Civiform Admin Experience

CiviForm Admin are the government employees who create and update applications. These users manage CiviForm for their civic entity, build custom applications, and can maintain the tool without ever needing to go into the code. They may be provisioned access to aggregated and anonymized data for analytics purposes.
Expand each heading below to learn more about features for CiviForm admin.
Create, update, and publish program applications in one place
Reuse questions from a shared question bank
Show/hide relevant information to applicants

Program Admin Experience

Program Admin are government employees who review and make determinations about applications for public benefits. Using CiviForm, they can improve existing workflows and gain insights about utilization of programs.
Expand the heading below to learn more about features for Program Admin.
Export and disaggregate data
Assign applications to the right Program Admin
Export as PDF
Copy link
Edit on GitHub
On this page
The 4 users of CiviForm
Applicant Experience
Trusted Intermediary Experience
Civiform Admin Experience
Program Admin Experience