Getting set up
The welcome steps you see when you first sign in, and the checklist that keeps what you skipped.
The first time you open your workspace, OurForms walks you through a few short steps. Which ones you see depends on your role:
- Complete your profile: your name and job title, which your teammates see on Users & roles.
- Set up your workspace: its name, time zone and brand colour. This is for whoever created the workspace, who has usually done it at sign-up already. You can change the name and time zone later on General.
- Invite your team: if you can manage users. See Inviting your team.
- Block unwanted words: if you can manage banned words. See Banned words.
- Choose where forms can be embedded: if you can publish forms. See Sharing: link, embed and QR code.
Press Continue to save a step and move on. Steps marked optional have Skip for now; required ones tell you what they need. You can go Back, or jump to any step from the list on the left.
Finish setting up
Anything you skip waits on a Finish setting up card on your Dashboard and forms list. Pick a step to do it now. Steps tick themselves off when they're done anywhere in OurForms; for example, adding a banned word on Banned words completes that step. Press Dismiss to hide the card.