Administration
Administration
Users, permissions, settings and workspaces.
01
UsersYou invite new people by email; they set their own password at first login. No one has to assign credentials by hand or send them insecurely by email.02
Roles & permissionsRarely should everyone be allowed to do everything. Formline comes with graded roles — from full to read-only — so each person has exactly the rights…03
SettingsIn the settings you shape the system to your processes — without developers. Formline bends around your business, not the other way round.04
SpacesA space is a self-contained area within your Formline installation — with its own contacts, deals and permissions. Ideal when you want to keep…